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Vision Values and Purpose Conversation
I've come to believe that most people's choices with financial planning only make sense when they're moving in a clear, purposeful direction. If you try to make financial planning decisions without a sense of purpose for your life, you'll be easily sidetracked and end up confused and empty.
Defining or clarifying your sense of purpose is an essential element—actually, the essential element—in financial planning. The needle on the compass of your life directs everything you are, everything you do, and everything you have.
The Model for Growth
Vision, Intention, and Means: A Very Personal Journey In my own life and in the lives of countless people I've counseled, I've realized that change happens most readily and permanently if people have a clear picture of the future, a commitment to take steps of progress, and good handles on the steps they need to take. Elements of change, then, are vision, intention, and means.
My book is about financial planning and its structured with these three features in mind:
-- The first three chapters focus on creating or clarifying our vision or our purpose in life. As we go though those chapters, some people may think, Why is he taking so long to get to the nuts and bolts of budgeting and investing? The reason is that these three chapters are essential to give us direction and motivation for the choices we make in the rest of the book.
-- Chapter 4 takes us through "The Blueprint for Financial Success." The analysis we do in this step stimulates our intention to make the changes we need to make.
-- The rest of the book, chapters 5 through 8, describes the principles and resources we can use to achieve the goals we set in the Blueprint.
I make no assumptions about what your purpose in life is or should be. The self-discovery we talk about in this interview and the pages in Make Your Money Count are intended to help you clarify your life's purpose so you can connect everything you have and everything you do to what matters most to you.
Visit FamilyWealthBuilder.com for complete notes from this episode.
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By Jim MunchbachI've come to believe that most people's choices with financial planning only make sense when they're moving in a clear, purposeful direction. If you try to make financial planning decisions without a sense of purpose for your life, you'll be easily sidetracked and end up confused and empty.
Defining or clarifying your sense of purpose is an essential element—actually, the essential element—in financial planning. The needle on the compass of your life directs everything you are, everything you do, and everything you have.
The Model for Growth
Vision, Intention, and Means: A Very Personal Journey In my own life and in the lives of countless people I've counseled, I've realized that change happens most readily and permanently if people have a clear picture of the future, a commitment to take steps of progress, and good handles on the steps they need to take. Elements of change, then, are vision, intention, and means.
My book is about financial planning and its structured with these three features in mind:
-- The first three chapters focus on creating or clarifying our vision or our purpose in life. As we go though those chapters, some people may think, Why is he taking so long to get to the nuts and bolts of budgeting and investing? The reason is that these three chapters are essential to give us direction and motivation for the choices we make in the rest of the book.
-- Chapter 4 takes us through "The Blueprint for Financial Success." The analysis we do in this step stimulates our intention to make the changes we need to make.
-- The rest of the book, chapters 5 through 8, describes the principles and resources we can use to achieve the goals we set in the Blueprint.
I make no assumptions about what your purpose in life is or should be. The self-discovery we talk about in this interview and the pages in Make Your Money Count are intended to help you clarify your life's purpose so you can connect everything you have and everything you do to what matters most to you.
Visit FamilyWealthBuilder.com for complete notes from this episode.