A Story Of Transformation: Aligning Finances With Value
When one of my clients (we’ll call her Liz) came to me, she was in deep financial distress. She felt completely disorganized, overwhelmed by debt, stuck in a toxic relationship, and had just lost her job and started a business. Money was the root of her stress, and she didn’t know where to start.
Our journey together began the way it does with all my flat-fee clients—with a personal values exercise. Through thoughtful reflection, Liz identified the values most important to her and rated how aligned her life felt with those values. This process wasn’t just about her finances—it was about rediscovering what truly mattered and creating a plan to reflect those priorities.
💡 The Key Realization:
Liz realized how much her financial stress was holding her back—not just in her finances, but in her overall well-being. Her lack of alignment with her values—one of which is financial security—was impacting every area of her life.
✨ The Shift:
Liz got to work immediately. By following the actionable steps we outlined in our sessions, she began organizing her financial life and tackling her debt. At just our second meeting, Liz shared something remarkable:
She already felt a noticeable uptick in her sense of alignment with her values.
Even her community had started reflecting back to her that she seemed lighter, less stressed, and more at ease.
🎯 The Results:
By addressing her financial stress and taking actionable steps toward alignment, Liz experienced a profound shift in her overall sense of well-being, wholeness, and fulfillment. Not only that, but her financial picture was rapidly improving with increased savings, reduced debt, and a steadily growing business.
Liz’s story is proof that financial planning is life planning. When your finances reflect your values, it’s not just about creating security—it’s about creating a life that feels authentic and meaningful.
💬 Does Liz’s story resonate with you? What’s one step you could take to align your finances with your values? I’d love to hear your thoughts in the comments or help you get started! 🌟
