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.