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Turning Dreams into Reality with Values-Based Financial Planning
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Making a life-changing move is never easy, especially when leaving a place you've called home. On this episode of Beyond Budgets®, I share the poignant journey my family and I are undertaking as we transition from the sunny beaches of Florida back to Missouri.
This episode also presents a comprehensive guide to values-based financial planning. We dive deep into a six-step process to help you achieve financial goals while staying true to your core values. From gathering self-knowledge and setting realistic yet ambitious goals to analyzing your financial situation and consulting a financial advisor, you'll find practical advice tailored to larger financial milestones and simpler, more immediate goals.
Whether you're contemplating a major life change or simply looking to align your finances with your deepest values, this episode offers invaluable insights and inspiration.
Episode Highlights
(01:44 - 02:46) Importance of Core Values in Relocating
(06:46 - 08:34) Family Motivation in Florida
(10:07 - 11:44) Careful Deliberation Led to Moving
(21:29 - 23:18) Developing a Realistic Financial Plan
Resources
Values as a Foundation for Success
Roots & Wings Ministries - Spiritual Direction
Jon Acuff’s podcast All it Takes is a Goal
Connect with Deb Meyer
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