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Financial Freedom Is In Your Heart

September, 25 2018 by Katie Mongelli

 IMG_3104I recently stumbled upon a collection of essays I wrote in college and stopped on one called “Why I majored in accounting.” I wrote: “I know I will always be able to find a job and support myself with an accounting degree.”  In the over 15 years I have spent practicing accounting, this has proven to be true.  I hustled, working 60, 70, and even 80 hours a week, chasing my goals.  During that time, I built a successful CPA firm with six full time staff servicing hundreds of clients.  I built my business by harnessing the power of my logical brain.  My logical brain was operated by making lists of pros and cons, organizing data into spreadsheets, and seeking decisions that would guarantee security and safety.  This worked well for me until I realized the price I paid for not integrating my emotions into my financial planning process. 

One morning, I found myself sitting in my office feeling unfulfilled and googling, how do I know what I am passionate about? I wondered why I didn’t feel fulfilled if I had always reached my goals?  I realized I needed to focus more on the feelings I hoped that each goal would create in my life. This was a wakeup call and I knew it was time for a change. It was time to focus on reconnecting with my desires.  I challenged myself to an experiment I called: hustle less so I can have more.  My plan was to work less so I would have time to connect with myself and find out what I enjoyed and ways to use this to create more; more money, more happiness, more joy, more freedom, and more fulfillment.   I wanted to have it all!

3 Steps to Finding Financial Freedom and Fulfillment

 3 Steps to Finding Financial Freedom and Fulfillment: 

Step 1:  Decide how you want to feel.

When you get clear on how you want to feel in life then you can create a clear vision and intention of what you want your life to be like. With this clarity, you can use your desired feelings as a compass making mindful and conscious financial decisions easy to make. The result will be that you will feel how you want to feel more often than not and it will be easier for you to return to your center in the midst of a challenge.

 Step 2: What do you need to say No to in your life?

When you are clear on how you want to feel you can identify what is NOT working in your life.  When are you not feeling as you desire?  What changes do you need to make?  This step is about identifying what isn’t working and then making decisions on what should be delegated or deleted from your life.

Step 3: Tune in to Your Intentions

When you say no and delegate or delete activities, projects, behaviors or people form your life you leave space.  The Universe is happy to send you WHAT to fill this available space in your life.  In order to create a fulfilling and happy life make sure you are clear on what you want in your life.  What leaves you feeling as you desire?  What brings you joy and happiness?  What do you want more of in your life?  Set an intention and take steps to bring this into your life.

 My experiment in doing less and having more proved that achieving goals or success does not create how you want to feel.  Instead, when you connect with your emotions and set goals connected from your heart, you will reach financial fulfillment in your life.  Remember, this transition is a process.  You start slowly, one decision at a time.  Over time the effect of the what you say No and say Yes to accumulates until one day you wake up and realize you are living your dream life. If happiness and fulfillment are feelings that lie in our hearts, how can we expect to plan our life exclusively from logic and expect to create a happy and fulfilled life?

Katie Mongelli is a CPA and financial coach in the Washington, DC Metro Area.  She teaches clients how to heal their money story so they can have the confidence and joy they desire with their finances.  Sign up for free weekly money tips on www.MonarchFinancialCoaching.com and check your inbox every Tuesday!




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