Ep. 2 ~ Merging spirituality with financial planning

 How do you merge spirituality with financial planning?

Believe it or not, spirituality and financial planning can go together, and actually, if you want to plan for a life well-lived,  well guess what,  you really do want to include your spirit,  your soul's mission into the planning.

My deepest belief is that we are all born for a reason,  whether we know our purpose or not . . . how cool would it be to create a plan (and yes a financial plan)  once you know what your heart's calling is?


Financial planning on its own is kind of dry and a tad boring,  this is how it sounds . . .
    If you want to retire by 65 with this much monthly income, you have to save this much a month and we need to do the investments in this way.

OOOOO MMMMM GEEEE ... no wonder people don't want to talk to financial advisors!!!   BOARDING!!


What if financial planning sounded more like this . . .
    Visiting your elder-self and listening to him/her what about this life was so good.  Where did she/he go,  with who,  what did she/he accomplish? 

With the information your elder-self shared with you, creating a plan to live that life and then infusing with the basics of financial planning.


And that's the beginning of Spiritual Financial Planning.

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