Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®

Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®
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Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®

Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®Financial Planning & Wealth Solutions by Vivek Sharma CFA®, CFP®

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Measures of Wealth, Financial Planning, and Success

1. What is your definition of FINANCIAL SUCCESS?

 Do you have a definition of Financial Success? 

If not, then how are you going to measure that you have become financially successful? 

2. What is WEALTH?

 Do you know the Four Measures of Wealth? Total wealth is more than your net worth. It is the sum of everything you own that is valuable, convertible, and transactable; Money, Wisdom, Time, and Energy 

3. What is MONEY

Money is an idea backed by confidence.

4. What is TIME?

 Do you know the four attributes of time? 1. gradual 2. indiscriminate 3. silent 4. insurmountable 

5. What is ENERGY?

 Energy is the power behind emotions, purpose, decisions, and actions.

6. What is WISDOM?

 Wisdom is the sum of all intelligence, skills, and mistakes you realize in your life. 

7. What is LIFE?

The period when you have control on the four measures of your wealth.

8. Four Measures of Wealth and Financial Planning

 What measure of wealth do you have available to invest? 1. Time 2. Energy 3. Wisdom 4. Money Financial Planning is about efficiently investing and growing the assets we have to accumulate the assets we need. 

9. How long should I plan my finances for?

 Four durations of financial planning: 1) Lifetime 2) Last day 3) Longevity 4) Legacy 

10. WHAT must you understand to become a better investor?

 WHO must you understand to become a better investor?  You are a sum of four states 1. Physical You 2. Cognitive You  3. Emotional You 4. Active You 

11. Why do you need a Financial Plan?

 Why do you need a financial plan? Does it depend on who YOU are? 

12. What do you THINK?

How much do you think?

Get Inspired and Act

"The future depends on what you do today." – Mahatma Gandhi

  

"Time wasted is existence; used is life." – Edward Young

 

"The trouble is, you think you have time." - Anonymous 

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Copyright © 2025 Vivek Sharma - All Rights Reserved.


Investment advisory services are offered through Gwynedd Wealth Partners, LLC (GWP). Registered Investment Advisor registered in the states of Pennsylvania and Colorado. Nothing on this website is intended to recommend any specific security or investment strategy. Our advisory services are offered only to clients with whom we have an advisory agreement and about whom we have gathered sufficient data concerning their personal objectives, needs, risk tolerance, and circumstances. Content on this website may include views that consider legal concepts and general taxation principles; however, we do not provide, and are not qualified to provide, anyone with legal or tax advice. We encourage readers to consult with their own attorney or tax professional to receive advice and guidance about their specific circumstances.

 

CFA®, Chartered Financial Analyst®, and CIPM® are registered trademarks owned by CFA Institute.


 Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who complete CFP Board’s initial and ongoing certification requirements. 


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