Week 4 – Determine your Financial Freedom Vision

Welcome to Week 4 – Determine Your Financial Freedom Vision! In this post, we discuss everything needed to bring the lessons from weeks 1-3 together and continue on your Financial Freedom Journey.

If you haven’t yet completed the previous week’s lessons, I’d encourage you to go back through and do so now. Building our foundation is vitally important!

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Week 4: Determine your Financial Freedom Vision

We are now at the point where we are really ready to bring all of these previous weeks together and begin forming our Financial Freedom vision.

This vision is vitally important to help keep us focused on the future and how we want to shape it.  If you have done the Week 1 exercise – what do you really want – then you have really begun to lay the framework of this vision step.  In fact, much of the work should already be done in the preceding weeks – here we will now “fill in the blanks”.  

But with this particular week, I want you to go one step further.  Here I want you to lay out the ultimate vision for your life which includes your Financial Freedom goals but extends to other areas as well.  

This means that in addition to your vision of living on a lake home, you also want to maintain a certain weight or perhaps visit all 50 states in the US.  While these are not financial goals, I still want you to incorporate them into your life vision.

The Importance of the Vision

Why is laying out your ultimate life vision important?  Because if we only focus on our financial vision, while excluding all other areas of our life, then we will be doing ourselves a disservice.  This is because getting our financial life in order means very little if the other areas of our life are not in order as well.  Here we need to focus on creating a vision of a total life overhaul – not just in our financial realm.  

This vision list could include areas like health, career, mindsets, habits, trips, etc.  Keep in mind that there are no right or wrong things to include on this list.  It can also change to reflect how you are changing as well.  

My Financial Freedom Vision List

I have adapted my Financial Freedom vision list as I have grown and adapted over the years.

For instance, while my list has remained relatively steady over the years, I have updated it whenever I’ve done a refocus on my life.  One thing that wasn’t on the vision list 5 years ago was to write 250 books.  I’ve really connected with the fact that I love to express myself through writing, so I have made sure to reflect that in my life’s vision.  

Here are some other examples of what I have on my list: 

  • Good 7-8 hrs of sleep per night, goal of waking up between 5-7am
  • Optimal basketball playing shape (which means near 200 lbs with a strong core)
  • $100k/yr. Passive income (dividends, rental properties, books sales, etc.)
  • Minimalistic living style (want less)
  • Live well and be in gratitude daily

I currently have 50 other items on my vision list just like these.  I will review them from time-to-time to keep me focused on what I have to do to make my life a masterpiece.  This vision helps keep me dialed in on what I need to do to achieve the type of life that I want.    


This week your goal is to build your vision list.  This means that you lay out everything that you ultimately envision your life being.  Take some time to really think through everything that you want on this list.  

Here are a few steps that you can take: 

  • Take 30-60 minutes to brainstorm your life vision.  
  • Once you have your initial list assembled, take a few hours, or maybe even a day to rest and reflect. 
  • After the time of reflection, come back to the list and review.  If you think you have forgotten anything, add it here now.  Or if you think maybe something isn’t really part of your life vision, feel free to remove it.  Remember, there are no right or wrong answers. 

Keep up this process of re-reviewing your vision list every so often.  I currently have reminders on my calendar to review my vision and goals every month.  This helps to keep me in the habit of disciplined review as well as continually reflect on how my life’s vision is changing.  

Another thing to keep in mind – by creating this vision list and reviewing it every so often, It helps to remind me to continually focus in on things in my life that lead me closer to my vision list and less on those things that are not aligned with it.  This vision list will help become a guidepost for the rest of your life.  


Disclaimer: All the information above is not a recommendation for or against any investment vehicle or money management strategy. It should not be construed as advice and each individual that invests needs to take up any decision with the utmost care and diligence. Please seek the advice of a competent business professional before making any financial decision.

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