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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.

Gainz
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)

Vision Board - Draft #1
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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BehaviorGap: Internal Conversations to take care of ourselves.

Have you ever wondered how psychologists, and coaches keep themselves stable? They have stress like everyone else, they recognize their feelings, They take care of themselves like they take care of their clients, They don’t skip the boring daily steps, and they learn how to talk to themselves inside.

The principles in this video lecture series apply to everyone, but are specifically tailored to The Financial Planners of the world.

Carl’s ability to explain how Real Financial Planners are idea partners- individuals who help you create realistic expectations and act as a valve to release worry and calm fears- is a unique skill. In Carl’s four-part training on the internal dialogues Real Financial Planners need to have with themselves, you will learn ways to explain to yourself internally about the value of the service you provide. He demonstrates proper and powerful trust building with individuals in how to not be a defensive advocate of a plan you built, but rather to become a guide in a changing landscape of life.

Uncertainty Equals Reality
Don’t be a defensive Advocate of your plan. Be a Guide in a changing landscape.

What about the things advisers are never allowed to talk about? Carl, as vice president of unspeakable things, gives some powerful tools to planners to keep themselves mentally healthy, while constantly working to be a barrier between their clients and big mistakes.

Between you and the big mistake
Be a barrier between clients and big mistakes better by keeping your health in check.

The answers that are given aren’t “Fix-It-Instantly” or “Instant Results” methods, but long term plans for planners to create dramatic long term results. Doesn’t that sound like what we do as Real Financial Planners for our clients? His answers are unspeakable almost obvious things such as eating healthy breakfasts, having a person you can talk to about your stress, and getting up to move every few hours of the work day.

Ultimately in comes do practicing what we preach. Doing simple basic things that we would tell our clients to do. Its enjoyable and refreshing to see how Carl makes important distinctions like the concept of Simple VS Easy, Sticking to a long term plan vs instant results, and the promise that doing consistent ‘boring’ things brings much more long term value than can be seen in 1 week. Truly keeping ourselves well and strong isn’t like a fad diet guaranteeing a six-pack in a week, or lose 30 lbs in 2 months. Carl tells us how to succeed, gives real examples of succeeding and reminds us that the excitement in life is a result of compound interest of doing the little things that seem to have no impact.

Compound Interest
Success seems boring, but like money it takes time to become exciting

Who is your confidant? Will you test the power of eating healthy and getting exercise? Will you do what you tell your clients to do by creating a plan of little actions to have big results? Don’t wait until you have a breakdown, end up in a hospital, or endanger your relationships. Let Carl’s new free workshop teach you how to get a release valve and keep you strong for yourself, your family, your company, and your clients.

Watch the 4-minute a day for 4 days series here. http://www.behaviorgap.com Put in your email and name in and Carl will send his Internal Talk training to you immediately!

-Jacob B Johnson
UVU student of Personal Financial Planning

SFSJacob (1)