Wealth Management Framework Explained
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WEALTHUCATE FRAMEWORK EXPLAINED By advisers. For advisers.
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Understand the wealth management framework from Wealthucate.
Transcript of Wealth Management Framework Explained
![Page 1: Wealth Management Framework Explained](https://reader034.fdocuments.net/reader034/viewer/2022051515/54c945a64a79592f6c8b45ff/html5/thumbnails/1.jpg)
WEALTHUCATE FRAMEWORK
EXPLAINED
By advisers. For advisers.
![Page 2: Wealth Management Framework Explained](https://reader034.fdocuments.net/reader034/viewer/2022051515/54c945a64a79592f6c8b45ff/html5/thumbnails/2.jpg)
Marital Status?
Personal Details
Your Health?
Children?
Employed?
Income?
What else?
Your Goals?
PERSONAL
![Page 3: Wealth Management Framework Explained](https://reader034.fdocuments.net/reader034/viewer/2022051515/54c945a64a79592f6c8b45ff/html5/thumbnails/3.jpg)
Retire?
Savings Value?
Savings Contribution?
Expectancy?
Retirement Spending?
Retirement Income?
What else?Scroll Down
RETIREMENT
![Page 4: Wealth Management Framework Explained](https://reader034.fdocuments.net/reader034/viewer/2022051515/54c945a64a79592f6c8b45ff/html5/thumbnails/4.jpg)
Real-Estate?
Investment Assets?
Liquid Assets?
Personal Assets?
Liabilities?
WORTH
![Page 5: Wealth Management Framework Explained](https://reader034.fdocuments.net/reader034/viewer/2022051515/54c945a64a79592f6c8b45ff/html5/thumbnails/5.jpg)
Documents Filed?
Divorce?
Gifts?
Estate Expenses?
What else?
ESTATE
![Page 6: Wealth Management Framework Explained](https://reader034.fdocuments.net/reader034/viewer/2022051515/54c945a64a79592f6c8b45ff/html5/thumbnails/6.jpg)
Income Replacement?
Insurance? Umbrella?
What else?
INSURANCE
![Page 7: Wealth Management Framework Explained](https://reader034.fdocuments.net/reader034/viewer/2022051515/54c945a64a79592f6c8b45ff/html5/thumbnails/7.jpg)
Pre-Retirement Returns?
Inflation
Risk Profile?
Post-Retirement Return?
Adjust for Inflation?
Time Horizon?
What else?
INVESTING
![Page 8: Wealth Management Framework Explained](https://reader034.fdocuments.net/reader034/viewer/2022051515/54c945a64a79592f6c8b45ff/html5/thumbnails/8.jpg)
Current Plan?
Company Info
Employees?
Entity Type?
Year-end?
What else?
BUSINESS