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What Is Wealth? | Four Objectives of Wealth | Retirement Planning | Estate Planning | Wealth Planning Dilemma | Wealth Planning Process | Wealth Planning: Achieving a Balance | RetireNow Software Wealth
Planning Process The process of balancing these objectives is called Wealth Planning! Wealth planning is a six-step process that clients go through as they make decisions about who will get their assets (the rows) and when they get them (the columns). As the graph illustrates, there is a natural order to wealth planning that people typically follow. They logically progress left to right, row by row. As they ‘achieve’ the objectives of a square, they move on to the next. As someone makes decisions on any of these issues, it affects all of the others – because they are all connected. Changing one changes them all. So, how do you do it? |
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