Notes
Slide Show
Outline
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Envision Your Ideal Future™
  • Identify Your Strengths
  • Determine Your Purpose
  • BREAK
  • Create Your Positive Vision of the Future
  • Establish Sustainability Criteria
  • Turn Your Vision into Reality
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Focusing On What We Do Want
Increases Positive Emotions
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Your Positive Vision of the Future™
Becomes Your Emotional Lighthouse
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Positive Emotions Create
New Ways of Thinking and Acting
  • Interests lead us to develop our intellectual resources
  • Love and Caring attract us to people and expand our social resources
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Scientific Research Has Discovered
Six “Happiness Factors™”
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8. Identify Your Strengths
  • 8.a Natural Talents
  • 8.b Learned Skills & Attitudes
  • 8.c Health & Energy
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9. Clarify Your Driving Beliefs
  • Clarify Your Values
  • 9.a Clarify Your Beliefs
  • 9.b Clarify Your Faith
  • 9.c Prioritize Your Beliefs


  • 15 minutes
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10. Discover Your Life’s Purpose
  • Strengths + Values + Beliefs  = Purpose
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15 Minute Break
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Positive Emotions Exercise
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11. Create Your Positive Vision
of the Future™
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12. Create Your
Sustainability Criteria
  • 12.a Present
  • 12.b-f Ideal Future
  • 12.g Future Generations
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Select One Image that Most
Powerfully Evokes Your Ideal Future
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Vision Coaching Is a Process to Help You Live in the Endorphin Zone™
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Turn Your Vision into Reality
  • Vision & Happiness Coaching
  • Vision Coaching & Financial Planning
  • Vision Coaching & Comprehensive Wealth Management
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Who Can Benefit Most?
  • Vision & Happiness Coaching Only
    • 25 years old +
    • Want assistance turning your vision into reality
    • Not a “good fit” for services listed below
  • Vision Coaching & Financial Planning
    • Usually “better than 50”
    • Annual household income of $150,000+
    • Want a relationship with a financial advisor who will help you turn your vision into reality
  • Vision Coaching & Comprehensive Wealth Management
    • Have achieved or close to “financial independence “
    • $500,000+ of investable assets
    • Want relationship with financial advisor who will help you use your resources to turn your vision into reality
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13. Homework for Your Future
  • 13.a – d Complete at your leisure


  • Your Current Life Satisfaction Survey
    • Complete and bring to your complimentary Vision Coaching session


  • Please complete and hand in evaluations and “Next Step” forms
  • – Thank you!