Find Your Freedom: Financial Planning for a Life on Purpose
Find your Freedom by Ron Carson, founder & CEO of Carson Group, and Jamie P. Hopkins, managing partner of Wealth Solutions, help readers take control of their emotions and take ownership of their financial lives. Using the book as a guide, readers develop a mental framework to align their financial goals with their definition of freedom. Financial freedom isn’t just about having more money; it’s about having more purpose, more clarity, and more control over your life.
The book “Find Your Freedom” gives you the tools to explore your past relationships with money, examine your family legacy with money, and understand how both of those shape your path forward. We need to understand where we came from to understand where we are going. After understanding these foundational elements, Ron and Jamie help you define what freedom means to you and help you understand that while your meaning and purpose are the fuel that propels you forward, your financial plan is how you design the path to get there.
“Financial planning is about moving along your path in life, finding the things that you want to do, finding the freedom that you want to have. Having a financial plan can provide comfort in being able to define those things, prioritize, and execute to build the life you want,”
― Jamie P. Hopkins
Find Your Freedom Summary of Key Lessons and Review
Here are lessons from “Find Your Freedom: Financial Planning for a Life on Purpose” by Jamie P. Hopkins and Ron Carson:
1. Define Your Freedom: The authors stress the importance of understanding what freedom means to you personally. This definition serves as a guiding principle for all financial planning decisions, ensuring that your actions align with your values and goals.
2. Explore Your Money History: Reflecting on your past relationships with money can provide valuable insights into your current financial behaviors. The book encourages readers to examine their family legacy and personal experiences with money to better understand how these factors shape their financial decisions.
3. Plan with Purpose: Financial planning should not be a mechanical process; it should be purposeful. The authors advocate for creating a financial plan that reflects your life goals and aspirations, rather than merely focusing on numbers and investments.
4. Embrace Continuous Improvement: Financial freedom is a journey rather than a destination. The authors highlight the importance of continuously reassessing and refining your financial strategies to adapt to changing circumstances and evolving personal goals.
5. Prioritize Health and Well-Being: The book emphasizes that health is a critical component of financial freedom. Investing in your physical and mental well-being can enhance your quality of life and enable you to pursue your financial goals more effectively.
6. Create a Support System: Building a strong support network is essential for achieving financial freedom. The authors encourage readers to surround themselves with mentors, advisors, and like-minded individuals who can provide guidance and encouragement along the way.
7. Make an Impact: Finally, the authors discuss the importance of using your financial legacy to make a positive impact on others. By aligning your financial goals with your values, you can create a legacy that reflects your purpose and contributes to the well-being of your community.
Final Thoughts: Find Your Freedom
“Find Your Freedom” provides a comprehensive framework for approaching financial planning in a way that is meaningful and aligned with your life’s purpose. No matter what’s happening in the market, having a clear financial plan that accounts for scenarios like market volatility and inflation can help investors feel more confident and secure when the markets are unpredictable.
Following Ron and Jamie’s financial planning guidance will better prepare you to live your best life by design, not by default, find the fun in spending and retirement, and use your financial legacy to make an impact you can be proud of. You’ll learn from your past and bond with your future self to forge a path forward that reflects what you truly want in life.
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