You’ve found success in your career and see your job as fulfilling, financially rewarding, etc. However, you are someone that deeply values and is passionate about movement, health, healing, fitness, & wellness. You are in search of a financial coach & life planner that helps you better align your life in a way that emphasizes these strong values.
Case Study # 4
42 & 46
Marketing Executive & Professor
Optimize their life and resources around movement, health, and fitness.
David and Gwen are at a point where life seems to be busier than ever and they are having a tough time prioritizing their own self-care and aligning with values that they truly believe in (movement, health, & fitness). They were both high-level college athletes and agree that they want to be great examples to their children as it relates to taking care of oneself. Finally, David and Gwen both experienced their parents passing away at earlier ages due to health issues. This should motivate them to prioritize their health, but with the busy-ness of work and family activities, it seems to be taking the backseat.
Financially, David & Gwen are in a solid position. They both have great jobs that they love and they are able to easily cover their living expenses, handle the costs of all of their children’s sports & activities, go on quarterly vacations, and save for retirement (and other longer-term goals). However, they are struggling with the following:
After putting their feet down (enough is enough), they are both looking for someone to objectively guide them and hold them accountable. They are so busy that they want someone to nudge them to where they need to go. David and Gwen ultimately want to take action in a way that aligns with their deep values of movement, health, and fitness.
In order to push through the lack of motivation or obstacles in front of them, it was important for David & Gwen to understand their “why”, get very clear on what was most important to them, and create a vision that lit a fire for them – to never let up. They needed a financial coach and registered life planner to be a sounding board, accountability partner, and guide as they figured out what their next best step should be.
After going through the EVOKE process with their registered life planner, David & Gwen talked amongst themselves (and their life planner) in ways that they had never before done. Excitement, fear, dreams, etc. – all of the emotions and deepest thoughts came to the forefront. This allowed for them to get very clear on the vision that they wanted for their life. With that, it was easy to create a comprehensive life plan to move them in the right direction:
Because both David and Gwen have a lot going on (both working full-time, four children, etc.), they work with their registered life planner on an ongoing basis – typically meeting every other month for either “check-ins” or “working meetings”. Their life planner understands what their values are and makes sure that all of their actions and goals are in alignment. The accountability and guidance from their life planner is huge for them, and it has made their lives easier, more fulfilling, and less stressful.
The above case study is hypothetical and does not involve an actual MVMT Life Planning client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if MVMT Life Planning is engaged to provide financial coaching & life planning services.