manifesting through life and financial planning
This past week, the completion of one phase of a client’s move toward his authentic life occurred.
And it occurred in dramatic fashion.
Eventually, this client is going to join me on The AlignedLife Podcast to share his perspective on the entire process, but for now I wanted to share how when done correctly, both by the guide (me) and the pursuer (client), how the AlignedLife+ process, through a combination of life planning, financial planning & advice, and “coaching”, can lead to the manifestation of the life envisioned.
Before I get to the story, I need to address the concept of “manifestation,” as the word has become overused, diluted, and often misused to take advantage of people desperate to change their lives. Manifestation is a real phenomenon—neuroscience, quantum physics, and psychology all support out ability to create/attract what we want into our lives.
When I use the term “manifestation,” I am referring to a process that includes visualization, emotional attachment, belief, alignment with your authentic life, and action—ACTION being one of the most important ingredients that is often overlooked when others discuss manifestation.
I have come to believe that the Universe conspires to work WITH you, not for you.
And my client’s journey is a real-life example…
I’ve been working with the client for nearly ten years, and for the first eight years of the relationship, it was a traditional financial planning relationship—saving and investing for retirement, college, a Florida house, and navigating professional opportunities as they came.
My client and his family were living a great life, and it was aligned with what they valued and wanted at that time.
As I began writing more about the authentic life, exploring the alignment of spirit, mind, body, & money, and evolving towards an advisor focused on life planning first, financial planning second, I noticed that our conversations began to extend beyond the life we had been preparing for—the one they THOUGHT they wanted.
To keep the story short, eventually my client decided the corporate path that he was on was not what he wanted. He didn’t believe in the mission of the organization, the direction the industry was heading, and he felt his Self being called toward innovating within the industry.
We discussed what that might look like (starting his own consulting business), what this new business needed to grow to to leave the corporate job, how he could build the foundation of his new business while still working, and when he was going to make the leap.
We ran all of the numbers, discussed insurances, and mapped out backup plans just in case things didn’t go as planned, which they rarely do.
At one of our meetings we even discussed how nice it would be if he was let go and received a severance; obviously, we wouldn’t plan for him to do anything intentional to be let go, but since he knew the financial situation of the organization, he knew it would be a financial benefit to the company if his salary was gone. What started as a casual mention continued to come up in future calls—I didn’t realize it at the time, but he was setting his energy toward a clean break from the company with financial incentives for him that would make his transition even smoother.
We entered 2025 with the end of the year as the target date for going full-time at his new company. I recall telling him that once he set this date in his mind, it was going to happen much faster than he expected—I told him he’d be out before December; I’ve experienced it enough to know how these things go.
By February, the conversation had pivoted to him doubting he could make it until December. Things had become even more toxic at work, which I believe was a combination of work-related issues and his internal desire to be working in the business he felt called to. I told him that he was good to go whenever he wanted, but that he should do his best to hang on until October. At the end of October, he was entitled to a nice bonus which, while it wasn’t needed, would certainly help with the transition.
December had now been moved to October—it was speeding up.
Two weeks ago, I received a text asking if I could keep him in my thoughts and help with manifesting what we had started—I didn’t know what was going on at that time, but I told him I would, and I did. The next two days, during my meditations, I visualized the start of his new company and him smiling each day as he walked in his authentic life.
We finally had a chance to talk, and he informed me that some things had happened at work and that he was going to be amicably separating from his employer. He was going to be able to get started on being full-time in his business in July.
December had moved to October had moved to July.
Oh, and not only was the separation on good terms, but he would also receive a six-month severance package and his bonus.
I was flabbergasted.
I was not surprised that he had manifested his dream business, the relationships he would need to provide for his family as soon as he left his employer—that was easy, given how clear he was on his values, vision, and belief in what was possible.
But, to also get a severance and his bonus—this was totally out of our control. We continued to mention it and focus some energy on it, but if I’m being honest, I didn’t expect that to be part of the actual plan.
Through our conversations, voice notes, meetings, planning, his energy, belief, vision, and actions, my client brought his vision to life—he manifested his vision. And, he did it in six months less time than he had planned.
This work is amazing.
It was all done by him.
I was just there to help him find his own answers about what he wanted, who he wanted to be, and what values he wanted to align with. Sure, I ran the numbers and helped design a financial plan, but I knew the numbers would all take care of themselves as everything fell into place—and they did.
Most financial advisors would never dream of uttering the word manifestation when talking with clients.
Most financial advisors would never encourage clients to trust their intuition and follow their heart's guidance.
Most financial advisors would never create an environment that would allow something like this to occur.
I’ve never been most financial advisors.
I can’t wait to see what my client does next; he’s been able to build something special in a limited time. But now that he has all his time and resources to devote to his new business, I have a feeling he’ll surpass his prior financial situation in a short amount of time and do so in a way that aligns with his authentic Self.
I can’t wait to do more of this!
A couple of questions for you to think about:
If you have a financial plan, is it aligned with your authentic life?
Are you unknowingly manifesting a life that you don’t even want?
Keep pursuing,
JC
