Do you have a clear financial vision for the next five years? If not, you're not alone. Many people have financial aspirations but lack a structured plan to achieve them. That’s where the SMART approach comes in—a framework designed to turn vague goals into actionable steps.

Like many women entering the empty-nest phase, Sheila wondered: What’s next? She wanted to fill her newfound freedom with something meaningful, but she wasn’t sure where to start. That’s when I explained our visualization process—a simple yet powerful technique that helped her map out her ideal future.

Visualization has long been touted as a tool that works, many successful people credit this technique as a part of achieving their goals. Neuroscientists have long known that visioning works. There is nothing woo-woo about this. Professional athletes to CEOs have used visioning techniques for years. I share my personal visualization exercise in this post.