Purpose-Focused Financial Plan. This consisted of a sheet of paper on which we listed the five values each had decided to focus on over the coming year. Next to each of the values, we wrote down five matching “do” ideas—that is, actions they needed to take in order to bring the way they lived their lives more into harmony with their values. (We’ll cover how to do this in the next chapter, Step Three.) And next to those “do” ideas, we wrote down matching “have” ideas—that is, specific material goals that living according to their values would allow them to achieve.
