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125: Modular Financial Planning 03: Developing Your Vision of a Perfect Life

Mindful Money

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Episode  ·  14:57  ·  Sep 18, 2024

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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 stepsGet full show notes and links at https://mindful.money. Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney. This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy

14m 57s  ·  Sep 18, 2024

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