If you were building your home wouldn't having a blueprint be vitally important to the project? Similarly, if we are planning financially wouldn't having a blueprint be prudent? The most important part of a building is its foundation, having a solid foundation for our financial planning is equally important.

1. Compiled by: Reginald Michael Alleyne

2. FINANCIAL PLANNING PYRAMID
Most income earners
focus their energies
here … Accumulating
Wealth

3. FINANCIAL PLANNING PYRAMID
Unfortunately,
seldom do they
focus adequately on
the FOUNDATION of
Risk Management

4. FINANCIAL PLANNING PYRAMID
If Risk Management
is not properly
catered for and the
unexpected occurs
… it can erode all
the wealth we have
accumulated

5. FINANCIAL PLANNING PYRAMID
If our accumulated
wealth is depleted we
may not have time to
replenish it and it can
detrimentally impact
our ability to preserve
and distribute it to our
loved ones

6. FINANCIAL PLANNING PYRAMID
• Let’s work together in building a rock solid foundation for
you and your loved ones

7. We assist you step-by-step by:
1. Assessing the adequacy of your current coverages
2. Determining where gaps reside
3. Quantifying a Dollar value to your risks
4. Helping you in determining which risks to Transfer or Retain
5. Making Recommendations based on affordability

8. If you would like to discuss in more detail any of
the preceding topics I can be contacted as follows:
†Facebook
†By Email at: rmalleyn1@gmail.com
†LinkedIn: https://www.linkedin.com/in/reginaldmichaelalleyne/