Creating a Vision for Your Life Through Hourly Financial Planning

It’s a lovely fall day at Cannon Beach here in Oregon, and I’m on a quick trip to the coast to see one of my kids. Today, I want to talk to you real quick about the second stage of the EVOKE process — the vision stage. Watch the video here.

How Hourly Financial Planning Clients Can Benefit from the Vision Stage

After we have done an exploration and tried to get in touch on a high level with everything that’s important — everything that might be meaningful to you and add to a fulfilled life — then we want to narrow this down to the vision that we’ll have, particularly over the next year, year and a half, for us to focus on with your financial planning.

We’re going to go through a series of questions and some activities and talking together to get in touch with what is it that’s most emotional, that’s most of a driver for you, that’s the deepest things that will really add to your meaningful life.

Narrowing Your Focus to What Matters Most

We want to focus this down and make that the purpose of our planning for the next short while. In the future, of course, we want to look forward to long-term issues and make sure that we’re paying attention to those, but we also want to make sure that the life that you’re living now is really fulfilling — not just living life now looking forward to the future. We want it to be meaningful now.

Defining and Holding Your Personal Vision

So we will create a vision for you — really not create it, but just get in touch with it — get in touch with what’s inside you and make sure that we’re holding that up in front of you to help keep inspiring you, creating the feelings that you’d like to feel from this type of life.

We’ll walk out of this meeting with really the three or four most important things that we’ll be focusing on that will create this vision for your life, and we will use that as the overarching plan that we’ll shoot for in your specific financial plan.

Living in the Moment While Planning for the Future

Hopefully you can get in touch with the kind of feeling that you might have at a place like this, where you can be calm and inspired and peaceful and even excited for what’s happening right now in your life. I look forward to doing that with you.