Looking back at the episodes that have been released, Ep 2 – Merging spirituality and financial planning, has been the top show listened to and viewed on YouTube.

So there’s something there, there’s a curiosity about the coming of these two. So let’s expand on it a little more.

If you’ve worked with a financial advisor before the first question you’ve probably been asked is “when do you want to retire?” And then “what goals would you like to accomplish?”

Have we all been born to have the same goals?!?! To retire at 65, and then start living the “dream life”, and maybe along the way buy or renovate a home, buy a car, send the kids to college, and go on vacation.

This is what Spiritual Financial Planning is . . . it’s finding out the theme for your existence (your soul’s purpose) by doing the visualization that I guide you on (see episode #3), and then creating a Journey Map with financial and non-financial steps to get there.

Let me make it real. . . let’s say Sally met with a traditional financial advisor and the first thing she’s asked: “when do you want to retire, Sally?” This is a retirement planner. Now let’s say Sally and I met, we start with the Guided Visualization and we find out that she wants to make work optional in 5 years (not 25!) and has a heart’s calling to set up a non-profit for injured guineapigs.

Very different approach to financial planning! Once is the cookie-cutter, and the second is living a life that will fill your heart with joy when you’re 97, 98, or older.

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