levels 2.01
whats your status 2.01
are you welathy 2.01
all in the family
100
Lifestyle Conditions
Factors about the way a person lives and works that affect his/her financial income, needs, and expenses
100
employment status
A person's work circumstances, whether employed or unemployed, full-time or part-time, self-or other-employed
100
basic wealth protection
The stage during which most people form a family,begin to work and earn money
100
parenting family
A developing family, with children growing into middle childhood and early teens
200
age
A set of consecutive ages that tend to have similar income, needs, and expenses
200
health conditions
A person's health factors,whether sick or well, able to disable, injured or not
200
wealth accumulation
The stage that includes the peak earning years, giving money to oneself
200
launching family
A family with middle-age parents and children leaving home for college, etc.
300
dependents
People who rely on another person for primary financial support e.g., children, spouse, other family members
300
marital status
Whether married or single, divorced, separated,etc.
300
wealth distribution
The stage of retirement and wealth consumption, money given to chosen one
300
mid-years family
A pre-retirement family, no children at home
400
economic outlook
The state of the economy,whether favorable or unfavorable, as measured by economic indicators, inculding interest and unemployment
400
Finanical Life Cycle
Typical stages of wealth a person accumulates during the life cycle
400
beginning family
A family of young adults who marry; newlyweds
400
aging family
A family of elderly adults, usually retired
500
education level
The highest grade in school or degree completed
500
wealth
The sum total of assets belonging to one person including money, property, and personal possessions
500
expanding family
A child-bearing family; has one or more young children
500
variations
Families that do not follow the "typical" life cycle stages
M
e
n
u