There’s financial planning, where you use your available assets to work towards a goal like retirement.
Then there’s financial life planning, where you identify your deepest dreams to motivate yourself to find financial freedom. Money has enormous power over every aspect of our lives, and financial planning should be a means for individuals to take back some control. That’s not really how it works in practice, and financial life planning is the solution to that.
If the second one sounds better to you, you’ve already started on a different path. This guide is meant to give you some signposts and better explain the EVOKE® process.