Wealth Management Framework Explained

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Understand the wealth management framework from Wealthucate.

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Wealth Management Framework Explained

  1. 1. WEALTHUCATE FRAMEWORK EXPLAINED By advisers. For advisers.
  2. 2. Marital Status? Personal Details Your Health? Children? Employed? Income? What else? Your Goals? PERSONAL
  3. 3. Retire? Savings Value? Savings Contribution? Expectancy? Retirement Spending? Retirement Income? What else? Scroll Down RETIREMENT
  4. 4. Real-Estate? Investment Assets? Liquid Assets? Personal Assets? Liabilities? WORTH
  5. 5. Documents Filed? Divorce? Gifts? Estate Expenses? What else? ESTATE
  6. 6. Income Replacement? Insurance? Umbrella? What else? INSURANCE
  7. 7. Pre-Retirement Returns? Inflation Risk Profile? Post-Retirement Return? Adjust for Inflation? Time Horizon? What else? INVESTING
  8. 8. Current Plan? Company Info Employees? Entity Type? Year-end? What else? BUSINESS
  9. 9. Thanks for using Wealthucate.

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