The Wealth Code 2.0 by Jason Vanclef

Author:Jason Vanclef
Language: eng
Format: epub
Publisher: Wiley
Published: 2012-12-19T05:00:00+00:00

In Summary

The goal of this chapter was to take you through an example of putting together the multitude of financial ideas into a working model. The success of a plan depends on taking into account everything, from understanding the background of the client and their goals to their liquidity needs; income and growth targets; as well as having the knowledge, depth, and insight into this turbulent economy we are trying to navigate.

Appendix A includes a variety of other investment plans for different individuals and will provide more exposure to building a successful financial table. You will see that everyone is different and no two plans will be the same, yet at the same time, many of the plans follow consistent themes of investment exposure, time lines of liquidity, and balance. Working with an experienced financial advisor is imperative to the process. If your current advisor does not offer these other types of investments, which are needed to build an ASSET class diversified table, you can always call us at 800-737-8552 or go to the website www.thewealthcode.com, and we will be happy to refer you to someone versed in this philosophy.

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