3 Dimensional Wealth: A Radically Sane Perspective on Wealth ManagementBy today's standards, wealth is generally measured by one's financial status. In 3 Dimensional Wealth, veteran financial advisors Monroe M. Diefendorf, Jr and Robert Sterling Madden offer a radically sane perspective on wealth that reveals how tangible assets such as money, property, and possessions are only one aspect of wealth. The 3 Dimensional Wealth premise is simple: replace preconceived notions of wealth with a more encompassing perspective that includes personal (who you are), financial (what you have), and social (how you make a difference) dimensions for a total measurement of your life. The authors reveal how to transition your life from a traditional one-dimensional approach concerning wealth to a three dimensional life that has greater significance. This self-discovery journey will challenge you to strive for a more meaningful existence. |
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3 Dimensional Wealth: A Radically Sane Perspective on Wealth Management Roey Diefendorf Limited preview - 2005 |
Common terms and phrases
achieve advisors balance sheet Balanced life accounting certified financial planner chapter charitable CHARITABLE ORGANIZATIONS COLLEGE Complementary Test core values create debt define designation determine DIMENSIONAL WEALTH BALANCE Dimensional Wealth Plan estate planning example Family Foundation FAMILY LEGACY family retreat Family Values final destination financial assets financial planners financial planning FINANCIAL SOCIAL PERSONAL financial wealth fund Future gratification gift impact factor giving goals GRANTED income intangible assets INVESTMENT MANAGEMENT Inwardly focused legacy planning lives Madden Monroe Diefendorf one's outwardly focused percent PERSONAL LEGACY perspective PILLARS OF IMPORTANCE potholes priorities provides Retirement Planning road map ROBERT STERLING Roey significance six paradigms SOCIAL LEGACY spend STEP Stewardship strategies structure success synchronized taking aim TAKING INVENTORY TAKING SHAPE tangible assets three dimensions total wealth trust Trust/Family Bank understanding vision WEALTH BALANCE RATIO wealth mission statement wealth purpose statement wealth vision WEALTH WEALTH worth Yogi Berra