How can you create a financial plan before you know where to aim? Your unique goals in life, what drives you, what you want to accomplish and what’s truly important - those are the targets. Not simply “retire someday”.
You don’t have to read a ton of self-help books or try to discover this on your own. There is a process that has been refined by the Kinder Institute of Life Planning to help individuals and couples discover their most important desires and how to live the best life possible.
Brad Tafoya is a Registered Life Planner and joins the podcast to discuss this process and how you can apply it yourself.
Our discussion includes:
- Why the process of figuring out what is truly important to you comes before the technical stuff: budgeting, accounts, portfolios, investing, etc.
- When you discover what fulfills you, it creates massive energy that empowers you to effect change in your life.
- The 3 questions that are at the core of the process for discovering what truly matters to you
- How to use what you discover to create a vision and overcome obstacles
This is financial planning done right.
Resources:
Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/