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34. Heart-Led Finance: Align Your Money with Purpose

Season #2

Summary

In this episode of The Erin Davis Show, I talk about how to create a financial life that feels as good as it looks by aligning your financial strategies with your deepest values and purpose. I introduce the concept of the HEART framework, a unique approach to financial goal-setting that moves beyond traditional methods to create a life of abundance and meaning. It's time to step away from limiting beliefs and embrace a heart-led approach to money, learning to lean into clarity, flow, connection and financial confidence. 

Key Points

  • The HEART Framework: Learn about the HEART framework, an intuitive goal-setting framework designed to create balance and meaning across all areas of your life.

  • Shifting Your Language: Discover the power of changing your language from "I hope" and "I need" to "I know" and "I am" to create a more positive and empowering mindset around your finances.

  • Holistic Financial Goals: Understand how to set financial goals that encompass all aspects of your life, including emotional, physical and spiritual well-being.

  • Living with Purpose: Learn how aligning your financial decisions with your core values can lead to a more fulfilling and purposeful life, driven by service rather than scarcity.

  • Visualising Your Financial Future: Use visualisation techniques to connect with your ideal financial future and motivate you to take aligned action.

⏰ Timecodes ⏰

  • 0:00 Introduction to Heart-Led Finance

  • 1:24 The Problem with "Hope" as a Financial Strategy

  • 2:36 Aligning Strategy with Purpose

  • 3:18 The Heart Formula Explained

  • 4:14 What are Heart Goals?

  • 5:14 The Power of Language in Financial Goal Setting

  • 7:22 Tapping into Goal Setting and Leading with Purpose

  • 8:28 Breaking Down Heart Goals: Holistic (H)

  • 10:54 Enduring (E)

  • 12:42 Aspirational (A)

  • 14:41 Really Matters (R)

  • 16:33 Timeless (T)

  • 18:54 Example: Building a Sustainable Emergency Fund

  • 21:28 Practical Steps to Create Heart-Led Goals

  • 21:40 Connect into thoughts or journaling

  • 22:10 Visualisation Exercise for Your Ideal Financial Future

  • 25:49 Creating an Intuitive Budget

  • 26:24 Reframing Scarcity-Based Thoughts

  • 28:34 Recap of Heart Goals

  • 29:36 How to connect deeper to your financial goals

  • 30:00 Outro

Resources Mentioned

What to do next

Download the Heart-Led Financial Vision Workbook to start mapping out your financial goals and connect with your deepest values.

This podcast is for you if you're interested in:

  • Heart-led finance

  • Financial wellness

  • Money mindset

  • Purpose-driven finances

  • Goal setting

  • Financial freedom

  • Abundance

About Erin Davis

Erin Davis is a Money Mindset Coach and host of the Erin Davis Show. With over 30 years of experience as an accountant, Erin understands the emotional load women carry when it comes to money. Through her podcast and coaching programs, including Her Confidence Code, she helps women reduce stress, overwhelm and guilt around their finances so they can step into the rest of their lives with confidence. Heart led strategy is where strategy meets purpose. 

Ways to work with Erin Davis:

  • Her Confidence Code: A money mindset program designed to help women transform their relationship with money. Reduce stress, overwhelm, and guilt while building financial confidence.

  • One-on-One Coaching: Personalized coaching sessions to address your unique financial challenges and goals.

  • Workshops and Events: Attend live workshops and events to deepen your understanding of heart-led finance and connect with a supportive community.

Connect with Erin Davis: