Financial Humanology for Families

– changing beliefs, removing blocks and limitations –



Many human cultures include certain concepts, words and terms that cause discomfort, nervousness and even fear in certain people. There are many economic, financial and saving topics that sometimes lead to that type of reaction. We hear things such as profit, results or economy and our mind somewhat closes down and rejects the inflow of information. We don’t like those topics, no matter how useful they may be. And as a result, we’re incapable of approaching them in an open, objective way. Our own brain plays tricks with us and makes it harder for us to calmly accept that input of information.

Humanology is the discipline that studies human beings and helps us understand ourselves better.  By applying humanology, we can understand and overcome our limitations and blocks, also in the economic sphere. Its practical tools teach us how to approach this human topic with greater freedom which then makes it easier for us to set goals and targets we couldn’t even imagine before.

Babies are born without beliefs and convictions. They have neither opinions nor preconceptions. But that soon changes. With each new experience and life lesson, babies soon start interpreting how things work. If those interpretations are confirmed often enough, they slowly turn into beliefs. Babies then use them to continue interpreting the world around them. Our experiences thus become part of the personal filter that we use when looking at the world or trying to understand life.

A very widespread example of financial or economic belief that is often transmitted from parents to children is “money doesn’t buy happiness.” When a person grows in an environment in which that sentence (or similar ones) is often repeated, the mere fact of hearing it from a few adults around him might be enough to introduce it into his mind. If something then happens in that person’s life that confirmes the idea that “money doesn’t buy happiness,” like receiving gifts all the time or seeing the adults around him lacking nothing but happiness, such an interpretation or view of the world will be reinforced.

Another economic belief could be: “only in the bank are my savings safe.” If a person believes that, any investment outside the bank will make him feel uncertain. That person is then limited by his belief and has less choices to choose from.

All human beings have beliefs and convictions. We need them to decide and choose. The more solid the beliefs, the stronger we feel on the foundations that we stand on and the safer we feel.

In order to keep solid beliefs, the human brain is constantly confirming them. When in doubt, no matter why, insecurity and uncertainty creep into us. That is the reason why our beliefs are always confirmed by the world around us. So we won’t feel uncertain and insecure.

Some of our beliefs, though, can limit and block us.  When looking at the world through the filter of our beliefs, there are many things that we can’t see. Our brain makes sure of that by confirming our beliefs and keeping them strong and solid. As a result, we can’t move as much as we’d like to. We’re limited by our own beliefs.

Beliefs and convictions often reflect fear: fear of the future, fear of losing control, fear of making mistakes… Financial fear is based on our limiting economic beliefs. Identifying and understanding those beliefs can lead us to changing them, if we so wish to.

Financial humanology applies its understanding of human beings to the economic sphere as well, thus helping people understand, question and even change limiting beliefs and fears.

Financial humanology offers practical, solid, comprehensive tools. Those tools are individual and can be taylor-made, adapting to all circumstances and situations. The monetary world had never been approached from such a human and academic perspective before.

Financial Humanology for Families will be presented to the world during a conference and two practical workshops to be held in Barcelona between October 19 and 21. Don’t miss this perfect opportunity to question and maybe change your financial and economic beliefs if they limit you. The conference will offer the theoretical grounds and the workshops will give you a chance to put the specific tools into practice. They will all be held in Spanish. Details:



Pioneer and ideologist behind Humanology®, Optimism Coaching® and Personal Essence®, she has developed several models to help human beings grow and thrive. Author of several books on optimism coaching and personal development, she was recently recognized as one of 100 Best Global Coaching Leaders by CHRO Asia and selected Coach of June by the The Expat Coach Association. She often participates in international events as a speaker and writes for journals and online platforms. She is married and has two children.



Engineer, MBA and Market Analysis and Portfolio Masters. Financial Agent accredited by the Bank of Spain. Certified European Financial Planner Association (EFPA). Member of the Board of Directors for the Catalan Association of Executives, Managers and Entrepreneurs (ACEDE).
 He works as a Family and Family-owned Company Financial Planner.