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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
RE...
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?
INV...
Current Plan?
Company Info
Employees?
Entity Type?
Year-end?
What else?
BUSINESS
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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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