Family Wealth Builder Podcast For Motivated Millennials

Vision Values and Purpose Conversation

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Synopsis

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