In this episode of Mindful Money, we dive into step two of the modular financial planning process—developing a clear vision of your ideal life. It’s critical to think through each step in creating this vision, such as identifying personal values, declaring a meaningful purpose, envisioning your perfect life, writing a professional mission statement, and setting actionable personal goals. Following these steps will help you create a written financial plan that reflects your deepest values and aspirations. Financial security is a journey that requires acceptance, self-reflection, planning, and hope.
In this episode:
- (00:00) – Intro
- (01:13) – Understanding financial security
- (02:18) – Developing your ideal life vision
- (06:30) – Five essential elements of your vision
- (06:46) – Identifying personal values
- (07:45) – Stating your meaningful purpose
- (09:34) – Picturing your perfect life
- (11:04) – Creating a professional mission statement
- (11:56) – Setting personal goals
- (13:42) – Next steps
Get full show notes and links at https://mindful.money.
Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.
