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

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.