Some thoughts on the four areas of wealth:

by | Aug 13, 2026 | financial news | 0 comments

Hi Friends!

Welcome back! This will be the first of many empowerment sessions we will be sending your way. These sessions are intended to make your life better, not just your finances.

Some thoughts on the four areas of wealth:

Most people think wealth is just about money.
But in reality, money is actually the fourth area of wealth—not the first.

There are four areas that drive a truly wealthy life.

First is health.
That’s your energy, your sleep, and your physical well-being.
If your health is off, everything else becomes harder.

Second is relationships.
This is your connection with your spouse, your family, and the people closest to you.
At the end of the day, this is where fulfillment really comes from.

Third is personal mission.
That’s your sense of purpose—whether what you’re doing with your time actually feels meaningful and aligned with who you are.

And fourth is finances.
Money is important—but its role is to support the other three areas, not replace them.

Now here’s where most people get it backwards.
They put finances first.

But the real order of wealth is:
Health → Relationships → Mission → Finances.

When you get the first three right, finances tend to follow.

If you want a quick snapshot of how you’re doing across all four areas, we’ve created a simple 2-minute questionnaire.

It’ll help you see where you’re strong—and where you may want to focus next.

Below you will find a “Four Pillars of Wealth Checkup”.

Feel free to do this, and if you want, we can go over your results.

Instructions:
Rate each area from 1 to 5
(1 = Needs significant improvement, 5 = Thriving)

HEALTH (Foundation)

  • My daily energy levels are strong and consistent
  • I get restful, consistent sleep
  • I maintain healthy habits (exercise, nutrition)

Score: ___ / 15

RELATIONSHIPS

  • My relationship with my spouse/partner is strong
  • I feel connected to family and close friends
  • I invest meaningful, intentional time in these relationships

Score: ___ / 15

PERSONAL MISSION

  • I feel clear about my purpose or direction
  • My work aligns with what matters most to me
  • I feel fulfilled with how I spend my time

Score: ___ / 15

FINANCES

  • I feel confident in my financial plan
  • My spending aligns with my priorities
  • I am making steady progress toward long-term goals

Score: ___ / 15

Total Score: ___ / 60

Score Meaning:

  • 48–60 → Thriving
  • 36–47 → Solid, with some gaps
  • 24–35 → Needs attention
  • Below 24 → Immediate focus areas

Reflection Question

Which ONE area, if improved, would have the biggest positive impact on your life right now?

If you would like help improving in this area, or aligning all four, we would be happy to walk through this with you – give our office a call: (985) 626-7574.

Chris