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.

ABOUT MINDFUL MONEY:
Do you struggle with money? You’re not alone.

Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration, it becomes destructive.

The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort.

Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life.

If you aren’t happy with your finances, feel like money takes more time than it should, or want to place your financial decisions into the broader context of your life, this show is for you.

Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy but do NOT improve outcomes.

MINDFUL MONEY RESOURCES:
Website: https://mindful.money
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🎙️Podcast Production by Turncast: https://turncast.com.