Analytics and planning with Srinivasan Sundararajan

In this conversation with my colleague Srinivasan Sundararajan - aka Srini, we touched upon many topics related to personal finance as well as non-financial planning, including:

• His passion for data and analytics
• Understanding that behavior matters as much or more than data and how his own approach to analytics has evolved over time
• The year end being a logical time window to reflect and plan
• Start your reflection and planning from self
• Picking the vital few aspects that need to be addressed and focusing measurements and analysis on that
• His reflection on the past year on a personal level
• While he may not be very excited about planning quarter in quarter, using a quarter as a window to review financial investments , but shorter windows based on what the goals are
• Aspects one should be clear about, both when planning and reflecting on the progress on plans
• Having discretionary and non-discretionary aspects in the goals and aspirations
• The importance of making a public commitment or having an accountability buddy
• How to use four words of Intrinsic / extrinsic, need/want driven to test motivation

The link to the blog post referred to by Srini on the four words related to motivation: https://pm-powerconsulting.com/blog/4-words-test-motivational-level/