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Personal Vision: Part 2 – Vision Boards

Your Vision is in hand, but now what do you do with it? This is how to take your vision from paper, to action items.

Money is important. But your “why” behind your money is almost more important. Infact, It is more important.

I want money for a few reasons, I want to provide for a family I hope to have, I intend to use money to create a foundation to increase financial literacy in Utah, I want to be involved in Scouting and christian missionary work. There are reasons to the money. “Money for the Sake of Money” isn’t happiness. As I talked about in an earlier article, Experiences bring happiness, not “Plastic Crap”.

Many friends of mine have come to me asking, “How do you figure out what you want to do?”

Here is my answer.

How I Chose Financial Planning

I went to a small school, graduated from high school with an associate’s degree, then moved to Brigham Young University (BYU) studying Computer Science. I thought it was what I loved. My whole family works in computers, Dad, Brother, Little Brother. I’m different. During 2 years as a service missionary and proselyting minister for Jesus Christ to the wonderful people of New Zealand, I learned a thing or two about myself. This insight is a blessing. Jacob Johnson is a people man, he loves working with people, helping them, teaching them, breaking down their big ideas into pieces, which he then builds up into good points. Ideation, Maximzation, Includer, Communication, “Woo”-factor. When I jumped back into school, the answer wasn’t computer science. Quick talks with people sent me to try global supply chain management, marketing, and financial planning. Marketing people I interviewed all hated what they did, unless they were in charge of their work or ran their own firm. Supply chain was awesome except I don’t want to travel 6-10 months a year, not in the ropes for having a family. My old ballroom dance partner’s father was a financial guy. He loved his job. Dude from my girlfriends work did finances. Loved his job. Everyone I talked to that worked in financials loved what they did. Private firm, big company, RIA, Broker/Dealer, Insurance agents, 9 co-workers, 1 co-worker, 80 co-workers. They each loved it. They also did what I thought was great. They taught, they did technical work, they moved around, they left the office to visit and help, they weren’t stagnant, they were involved in the community, they were happy fun loving people; the people around them were happy.
The signs were enough. I knew where I belonged. So, I packed up from BYU and moved over to Utah Valley University (UVU) where tuition was $20 more expensive and the Financial Planning program has topped the charts since it’s been around with three times as many students as any other program in the U.S. only 400.

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This Should Be On Every Vision Board

How a Vision Board Got Me There

I’ll be honest, My vision was in pieces on my phone, in my wallet, papers on my desk, notes in other odd places, bits of my memory. AKA it was a disaster. I finally straightened out my vision board.

Purpose of a Vision Board

Vision boards connect actions with goals. Sometimes we are doing the right things, but it’s getting us no-where because it isn’t connected to our vision. Sometimes we have a vision, but no actions connected. The vision board is the intersection. It’s a logically and conveniently placed object that contains our current dreams and goals.

Daily as you consider the actions you will take, consider your board. Do they align with your goal? If not, 1) remove it from your to-do list, 2) add a new goal to your vision board, 3) do it anyways and wonder why you’re still where you’re at.

Nightly as you review what you’ve done. Consider your progress on your vision. Did your actions connect? Do you need to adjust any of your dreams?

Basically, the vision board removes waste, and focuses your efforts. Efficiency.

Creating A Vision board

Remember your vision statement you made in A Personal Vision? Whip that bad boy out, and read it. I’d recommend making reading your final vision statement daily as part of your confidence building routine. That should be a good base to start off. What is written on that that ties to things you want to achieve. Is a degree part of that? Is starting a company, changing industries, going to the gym, starting a blog, selling to 20 new clients, getting 3 computer monitors, etc on that?

Consider 5 areas:

  1. Financial – Where is my money going, how will I make it, how will I manage it.
  2. Physical – Fitness, eating, outdoor activities
  3. Social – Friendships, spouses, old friends, building a business network
  4. Emotional –
  5. Intellectual – reading books, developing your business skills, utilizing your brain, how do you waste time on your phone.

Also, Consider your Big Rocks. What are your responsibilities and titles? Parent, CEO, Small Business Consultant, Teacher, Brother, Minister, Soccer Coach, Student, ETC. What are the big visions you have for them?

Where to put it

It goes wherever you will see it the absolute most. Mine is right by my bed. Blue tape boarder, with pictures taped inside it. Maybe it needs to be in the kitchen on the fridge, or by your front door (though it can be hard to make it personal there)

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An Early Version of My vision boards – Painters Tape and Photos

Areas of My Board – Money Gets Everywhere!

Now you might say, Jacob. This isn’t financial. YES IT IS. If you don’t have mastery of your vision and actions, you will never have control of your finances. It doesn’t make a difference if you make $25,000, or $250,000. I know people in both who are millionaires, I know people in both who still live paycheck to paycheck.

Every single task I do that makes me money is somehow connected to my vision board. That’s how simple it is.

Control your actions, create your vision. Utilize it daily. Happiness will ensue.

Share with me a picture of your vision board, or a copy of your vision statement and I’ll feature it in an article! Email me on my contact page or Here

-Jacob Johnson

Jacob is a crazy Vision Board wielder who also dabbles with small business review software, and financial counseling at UVU. He is an avid supporter of financial education and loves to work with event groups to get finances incorporated. Want me to speak or teach a class? Ask me Here

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A Personal Vision

The Realization

I cracked open a new self-help book, excited to read and learn the mysteries of sesquipedalianism and profundity.

When I read this,

“While we’re discussing self-help books, we wanted to mention a study… [asking if] ‘The Power of Positive Thinking”… [is] a real phenomenon?…
The Results? People with high self-esteem… were more optimistic… but participants with low self-esteem who intoned those five words” (I am a lovable person) “felt less optimistic than those who didn’t…
People with a negative self-image are reinforced in that belief when they try to will their way out of it.

-Belsky, G., & Gilovich, T. (1999). Why smart people make big money mistakes–and how to correct them: Lessons from the new science of behavioral economics. New York, NY: Simon & Schuster.

Like many of you, I have my own worries and things that I deal with. I’ve experienced that desire to no longer be where I am. In minor ways, I’ve had times where I’ve felt no matter what I’m doing, It’s not good enough. Self-Help books that teach us about how we use time poorly, or manage money in odd ways, or anything won’t help us if we don’t help ourselves!

But enough of that! I’m a positive guy with a talent for including people! So this exercise is for everyone to do, to know YOU better.

Vision Pitching

I was reading from a book called “To Sell is Human – The Surprising Truth About Moving Others” by Daniel H. Pink. He talks about creating sales pitches, but I think its high time to create a personal vision pitch.

* NOTE* this is my personalized version, you can get  the original version at http://www.danpink.com/pitch
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Let Go of the Ground in Vision

A vision is supposed to be the tone and aura you carry with you, representing what your theme of life is, where you’re headed, your dream, you passion, and your love. You are not who you think you are; you’ll find that out as you clarify your vision with others. The reality is that you are more than anything you can imagine with more power than you think. Ponder these questions before starting the vision:

Where do I see myself tomorrow?

What will I be working on in 5 years?

How will I be serving those around me in 20 years?

What will people say about me in 30 years?

How much time will I spend on my passions in 40 years? What is the passion you thought about when you answered that question?

Now that that you’re ready, remember this is practice not permanent. The last thing to do right before reading and starting this next bit is to physically move yourself! Would you feel comfortable with getting up and moving to somewhere you never go and then start. It is vital to be in a new or different location. Maybe you can set a timer and spend 15 minutes on it right now.

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Travel Away for a Minute to Refocus

Writing

Get a piece of paper, or use a writing app on your phone, and start your vision using these steps:

  1. One Word. Write as many individual words as you can that describe you. Try for 50.
  2. Question. What question do you ask yourself that makes you think deeply? What’s your question that makes others think and act? Write at least 10!
  3. Rhyme. Give a rhyme for where you’re going! What rhyme defines who you are? Write at least 10! It’s totally acceptable to google search [or ninja search] rhyme sites to help.
  4. Email. If you were to summarize your vision with a subject that would get everyone to open and read it, what would it say? Write 20!
  5. Tweet. You have 120 characters to write your vision statement, your guide to life. Write this.
  6.  Story. Read Below, and write your own.

Your try: Once upon a time ____________________________. Every day, _______________________. One day ________________________________________. Because of that, _________________________________. Because of that, __________________________________. Until finally, ___________________________________.

-Pink, D. H. (2012). To sell is human: The surprising truth about moving others. New York: Riverhead Books.

Refining

Now take your list and share it with the 5 people you know best. Ask them to remove and erase half of the remaining extras in each of your lists, until eventually you get down to you. Your Vision.

Here is Mine.

 

  1. Confidence
  2. Do you feel that way now?
  3. To feel confident, you must be cognizant.
  4. Smiling? After meeting this guy you’d better be.
  5. Worried by the future, you want peace. What’s uncertain to you? Feel confident, find your dreams with me!
  6.  Once upon a time, there was a ginger boy who loved everyone. Every day, he would laugh and smile with his family because he was confident that he was loved. One day he wasn’t so sure about what he was going to do with his life. Because of that he became very worried. Because of that he searched and learned and grew! Until finally, He was a Certified Financial Planner (CFP) who could help each beautiful person to discover and feel secure in their future.
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What It Feels Like to Share Your Vision Draft

Your statement

The last thing to do is to revise from those 6 points a paragraph, or maybe even a page. This can be detailed in statements about what you believe in, beliefs you would fight for, career paths, medium term goals, long term goals, habits you’ll pick up, habits you already have, or things that you are good at. We’ll talk more about refining the statement later.

I am a planner. When I am secure and anchored I am a blast to be around and a great communicator. Everyone is my friend and I naturally trust everyone. I’m a trendsetter seeking to push social boundaries and what is accepted to create a better experience or more learning. As a Visionary who prides himself in social engagement, I tend to be a social butterfly with friends in every group. I want everyone to like me with a ‘woo’ factor and work hard to be inclusive of every individual around me. I have a natural ability to break ideas into pieces; it is easy for me to find ways to improve a process and maximize results. I see the value in each piece. The Visionary within has come to believe in Jesus Christ and to feel the power in the principles of the Gospel with a firm desire to involve Jesus Christ in maximizing both my ability to help others, and ability to feel secure and anchored in my own life. The Analyst in me is great at counselling with others, helping them to see and create their own change, and can effectively communicate steps and processes to enrich and empower them to feel secure and plan for success. It is my choice to fight for families, fight for confidence, and involve everyone in things that will bring them security, peace, confidence, and knowledge that will improve their lives. I am Jacob. I am a family man, I am a hard worker, I am consistent, I am a networker, I am trustworthy, I am a creator, I am active, I am an empowering friend, and I am a child of God.

Send me feedback! What could be better about my dream? I know it’s already been shaved down, but it sure could use more work. Share yours here and let’s become better at sharing our visions with each other. Let go of who you aren’t and become who you want to be.

I’ll post some of your visions (with permission) if you send them to me here! Or you can email it to me directly at [email protected]

Next week I’ll share Part 2 of this series,  An Active Vision. Now that you have a vision, let’s make it happen.

-Jacob Johnson
Student of Personal Financial Planning at Utah Valley University
Expected graduation in December 2017

Pounamu- Green Stone (Jade) from New Zealand
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“Ahakoa He Iti, He Pounamu”
Though it may be small, To me it is precious.

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Do You See Where You’re Going?