Embed Size (px)
DESCRIPTION
Understand the wealth management framework from Wealthucate.
Citation preview
WEALTHUCATE FRAMEWORK
EXPLAINED
By advisers. For advisers.
Marital Status?
Personal Details
Your Health?
Children?
Employed?
Income?
What else?
Your Goals?
PERSONAL
Retire?
Savings Value?
Savings Contribution?
Expectancy?
Retirement Spending?
Retirement Income?
What else?Scroll Down
RETIREMENT
Real-Estate?
Investment Assets?
Liquid Assets?
Personal Assets?
Liabilities?
WORTH
Documents Filed?
Divorce?
Gifts?
Estate Expenses?
What else?
ESTATE
Income Replacement?
Insurance? Umbrella?
What else?
INSURANCE
Pre-Retirement Returns?
Inflation
Risk Profile?
Post-Retirement Return?
Adjust for Inflation?
Time Horizon?
What else?
INVESTING
Current Plan?
Company Info
Employees?
Entity Type?
Year-end?
What else?
BUSINESS
