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5 Financial Dreams

Everyone has the right to purse his or her financial dreams. To turn those dream into reality, we must identify precisely what they are.  Following are 5 levels of financial well-being that are possible to attain. Use this list to clarify which dream is most important for you to achieve in your lifetime. These give us a definition of what we sometimes say and are looking to achieve.​

1. Financial Security

You have accumulated a critical mass of capital that generates enough cash to meet all your basic needs for the year.

  • Rent/Mortgage

  • Food/Household

  • Utilities

  • Transportation

  • Insurance

2. Financial Vitality

You have accumulated a mass of capital that generates enough cash to meet the following needs for the year.
•    Financial Security +
•    Half of your current clothing costs
•    Half of your current dining and entertainment costs
•    Half of your current small indulgences or little luxury costs​

3. Financial Independence

You have achieved financial independence when, through various investments, you have accumulated a mass of capital that generates enough cash to live the exact same quality of life you have today, without ever having to work again. You are independent from work!

4. Financial Freedom

This is achieved when you have accumulated enough mass to generate sufficient income for you to live the lifestyle you desire without ever having to work again.

5. Complete Financial Freedom

This goal has been achieved when your accumulation of investments (mass) generates enough income that causes you to feel certain that you can do virtually whatever you want, whenever you want, wherever you want, with whomever you want, as much as you want, in a way the empowers yourself and others, forever!

Source: Tony Robbins Wealth Mastery

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J. Silvagni

Financial Advisor

Maui Wealth Solutions LLC

Regional Office:

113 Elgin Ave

Westmont, NJ 08108

(609)332-4918

Disclosures:

J. Silvagni is an Investment Adviser Representative

Investment advisory services are offered through Advisor Share Wealth Management (ASWM) doing business as Maui Wealth Solutions LLC., a registered investment advisor. ASWM, Maui Wealth Solutions LLC and A Financial Road Map operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this website is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

​PLEASE NOTE:
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 

 

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