Vision Exercises & Meeting
Your financial resources are there to provide you the support you need to live your great life.
That sounds great, but... what if you're not entirely sure what your great life looks like?
Creating a resonant vision for a great life is tricky for pretty much everyone.
And that's where the Vision portion of the Life Planning Journey comes in.
Writing Exercises to Clarify Your Vision
There are two writing exercises to complete prior to the Vision Meeting. They'll help you begin to clarify the essential elements you need to lead your great life.
- The 3 Questions Exercise (click here for worksheet)
- The Heart's Core Grid Exercise (click here for worksheet)
But wait - watch the video first!
In the below video, I explain the exercises and how to approach them. Don't skip the video! It'll give you key context to make sure you get the most out of the exercises.
Click the image below (or here) to watch the video on the Loom website.
When do we create this Vision?
We create this clear vision for your life in the Vision meeting, which we hold once you've completed the above exercises.
And this Life Planning experience occurs after you've completed the "Deciding to Work Together" process — and formally agreed to work with me by signing an Advisory Services agreement. Learn more about the entire process here.