The document outlines The Financial Pyramid which provides a framework for managing personal finances in an ideal order. The pyramid's foundation consists of establishing an emergency fund and purchasing insurance for protection. The next level involves paying down debt and evaluating one's net worth, cash flow, and risk tolerance. Goals and investments that grow savings should be the focus above the foundation, with riskier investments limited until secure. The pyramid promotes a balanced approach to finances through establishing security before pursuing returns.

1. Reality
Investment
Debt Reduction
Emergency Fund
Insurance (protection)
Net worth, Cash Flow, Risk Tolerance
Goal
Insurance (Savings + Protection)
Investment
Risky
Foundation
The Financial Pyramid
Ideal
Foundation
An initiative to promote Financial Awareness by
BISWAJIT DAS
Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning Academy
Relationship Beyond Advising
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Myth