Purpose Discovery Workshop

A guided journey from peace to purpose.

“You cannot dream while the alarm is ringing.”

This workshop is designed to help you move from insight to intention. Consider completing these exercises with your spouse, a trusted friend, or an advisor who knows more than your numbers. Return to this workshop annually as your life, family, opportunities, and priorities evolve.

The three requirements

ENOUGH MONEY

You need a financial plan that demonstrates you have enough to live securely and, when possible, abundantly.

ENOUGH SUCCESS

You need to know when the old race has done its job. Enough success means you have reached the milestones that matter.

ABUNDANT PURPOSE

You need to be retiring to something, not merely from something. Purpose gives shape to freedom.

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Where Are You on the Journey?

The journey from anxiety to purpose often moves through five stages.

Choose your current stage

What evidence tells you that you are in this stage?What is blocking you from moving to the next stage?What would it feel like to reach Purpose Unlocked?What is one action you could take this week to move forward?

The Seven Domains Audit

Rate yourself honestly on each domain. 1 = Needs significant work, 10 = Fully optimized

Income5Investments5Taxes5Risk Management5Estate Planning5Generosity5Purpose5

Which domain has the lowest score? Why do you think this area is underdeveloped?How would strengthening this domain create more peace?How might strengthening this domain unlock more purpose?

Story, Gifts, and Relationships

Purpose often emerges at the intersection of your Story, your Gifts, and your Relationships.

Your story

What shaped you? (Key experiences, influences, turning points)What wounded you? (Struggles, losses, failures, seasons of hardship)What healed you? (People, faith, experiences, forgiveness, wisdom)

Your gifts

What do you do well that others find difficult?What energizes you rather than drains you?What would you do even if no one paid you?What wisdom have you earned that could help someone else?

Your relationships

Who needs what you have to offer?Who would benefit most from your time, wisdom, presence, or resources?What relationships have you neglected that deserve attention?

The intersection

I see a connection between my story and my gifts in:I see a connection between my gifts and my relationships in:Where all three converge, my unique purpose might be:

The Five Questions That Unlock Purpose

These questions surface what you may already know but have not yet articulated.

What breaks your heart? (This often points to where you are meant to serve.)What makes you lose track of time? (This often reveals where your gifts meet your joy.)What do you want to be known for? (This helps clarify legacy.)What would you regret not doing? (This exposes what matters more than comfort.)What can you do now that you may not be able to do in ten years? (This creates urgency.)After answering all five, what theme do you notice?

Plotting Your Purpose

Purpose compounds when the good you do grows in magnitude, reach, and duration.

List five to seven ways you could invest your time, talent, treasure, wisdom, or influence.

1.2.3.4.5.6.7.

Which ones help one person in a meaningful way?Which ones could help many people?Which ones could continue doing good after you are gone?Which opportunities seem to carry the greatest purpose?What would it take to pursue one of them? What is the first practical step?

From Success to Significance

The same intensity that built your career can build something that outlasts it.

What I Achieved (Success)

1.2.3.4.5.

What I Want to Give (Significance)

1.2.3.4.5.

What needs to shift?What is one thing I can redirect from achievement to significance?What would it look like to use my experience, relationships, resources, or wisdom for significance?

Your Legacy Vision Statement

Bring together everything you have discovered. Write honestly. You can refine it over time.

At the end of my life, I want it to be true that:The people I love will remember me as someone who:The good I did that will outlast me is:My wealth was ultimately used to:The values I most want to pass on are:The next generation will know that I cared about:My Legacy Vision Statement:

Your Next Step

Purpose is discovered through action, not contemplation alone.

Try one of these next

Volunteer somewhere for three months.
Take a class.
Say yes to something that scares you.
Have the conversation you have been avoiding.
Invite someone to lunch.
Start giving in a more intentional way.

Based on everything I have discovered, my purpose in this season can be summarized as:In the next 7 days, I will:In the next 30 days, I will:In the next 90 days, I will:The person who will help hold me accountable is:

Peace must precede purpose. But once peace is established, purpose is waiting. The best is yet to come.

A Note on the Stories in This Book

The client stories and examples throughout this book are composites — amalgamations drawn from the author's work with many individuals and families over more than two decades. They are presented for educational and illustrative purposes only. They do not depict any specific client, and they are not representative of any particular person's experience or results. Names, occupations, and other identifying details have been changed, combined, or created for illustrative purposes, and any resemblance to a specific individual is coincidental.

The client stories, scenarios, and examples used throughout this book are educational illustrations intended to explain financial planning, investment, retirement, tax, estate, risk management, and charitable giving concepts. They are not actual client experiences, testimonials, endorsements, or recommendations. They should not be interpreted as representative of the experience of any client or as a promise, prediction, or indication of future results. Individual outcomes vary significantly based on personal circumstances, financial resources, market conditions, tax laws, objectives, risk tolerance, time horizons, health considerations, and numerous other factors.

Examples, calculations, projections, spending illustrations, income assumptions, withdrawal examples, tax discussions, charitable planning strategies, portfolio structures, and other numerical figures presented in this book are hypothetical and provided solely for educational and explanatory purposes. They are designed to demonstrate planning concepts and should not be relied upon when making investment, tax, legal, retirement, estate planning, or financial decisions. Hypothetical examples do not reflect actual client results and are not guarantees of future performance or outcomes. Tax results and planning outcomes vary based on individual circumstances and changes in applicable law.

This book is published for general educational purposes only. It is not investment, legal, tax, accounting, insurance, or other professional advice, nor is it an offer or solicitation to buy or sell any security or to engage in investment advisory services. Readers should consult qualified financial, tax, legal, and other professional advisers regarding their specific circumstances before implementing any strategy discussed in this book.

Advisory services are offered through Scheeler Financial Group, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (CRD No. 342671). Registration as an investment adviser does not imply a certain level of skill, training, or expertise. All investments and financial strategies involve risk, including the possible loss of principal. No investment, tax, retirement, estate, charitable, or financial planning strategy can guarantee success, eliminate risk, ensure positive results, or achieve its stated objectives. Past performance and hypothetical illustrations are not indicative of future results.

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