Live it Lists - Redefining Financial Planning

In the hustle and bustle of modern life, many of us create “bucket lists” filled with dreams we hope to achieve before departing this life.

However, wealth advisor, author, and money maven Nicole Middendorf offers a refreshing twist on the concept with her innovative idea of the Live it List. This concept not only helps her embrace life’s experiences today but also empowers her clients to find genuine happiness and fulfillment. Let's take a deeper dive into the creation and implementation of the Live it List and discover how it is transforming lives.

[This is based on Bill’s interview of Nicole Middendorf for his Top Advisor Podcast. To listen to the entire interview: https://referralcoach.com/ep-47-nicole-middendorf/]

What is a "Live it List"?

Unlike traditional bucket lists that focus on far-off goals, a Live it List encourages living fully in the present. Nicole developed this concept as a dynamic way to embrace daily experiences that bring joy and satisfaction. It serves as a tool to distract and uplift individuals during challenging times, as it did for her during her divorce, and has become a notable feature of her unique approach to financial planning and coaching.

"Experiences bring more happiness than material possessions," Nicole acknowledges, underscoring the importance of savoring life’s simplest pleasures and meaningful moments. Realizing the potential impact of her approach, she decided to share this strategy with others, inspiring them to create their own Live it List.

Implementing the Strategy

Nicole seamlessly integrates the "Live it List" philosophy into her work with clients. Here’s how she does it:

• Personalized Planning: She believes that financial planning goes beyond just numbers; it is about fulfilling dreams and enriching lives. She utilizes the Live it List to align financial strategies with her clients’ personal aspirations, helping them take real steps toward happiness.
• Coaching and Events: Through coaching programs, Nicole offers guidance on creating meaningful Live it List. She organizes trips and events that enable participants to tick off items on their lists.
• Legacy of Positivity: As she grows her business, she envisions promoting an environment where men and women can have it all—success, happiness, and financial security. The Live it List is a cornerstone of her mission to create a lasting positive impact on both her clients and the financial services industry as a whole.

How it Benefits Clients and Others

The benefits of cultivating a Live it List extend beyond personal fulfillment; they permeate relationships, careers, and community engagement. Here’s why it’s gaining traction:

1. Enhanced Focus on Happiness: By encouraging clients to prioritize experiences that bring genuine joy, Nicole helps them identify what truly matters in life, leading to a sense of peace and contentment.
2. Strengthened Relationships: Many of her clients have leveraged the conversational approach inspired by the Live it List to improve communication with loved ones through shared adventures.
3. Empowering Women: As a trailblazer striving for an inclusive industry, Nicole’s Live it List resonates with women seeking to balance motherhood, career, and self-fulfillment, offering them a blueprint to achieve holistic success.
4. Promoting Kindness and Connection: Her philosophy extends to spreading positivity through social interactions.

Conclusion

Nicole Middendorf’s Live it List serves as a catalyst for positive change, presenting a paradigm shift in how we approach life and financial planning. Through her ingenuity and compassionate mentorship, she guides others to harness life's moments intentionally and diversely, helping them realize their dreams not as distant goals, but vibrant realities.

By adopting a Live it List, you too can redefine your own journey and that of your clients – infusing life with purpose, connection, and an abundance of happy experiences.

You can listen to the entire interview with Nicole Middendorf here: https://referralcoach.com/ep-47-nicole-middendorf/

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