Things people say
This common phrase is related to trees
What is "Money doesnt grow on trees"
On this page we showed a 3 step plan with this name
What is The Strategic Plan
Having Tax Advance and Income for life is key during this wealth phase
What is the Distribution Phase
Insurance agents focuses on this, Advisors focuses on that, we focus on
What is Both
This financial saying always stir a debate
What is "Money doesn't buy happiness"
On page 4 we talked about this, incidentally it is also a category contested
What is the Financial Timeline
During this wealth phase is where a Last Will comes to life
What is the Transfer Phase
Vacation in the Maldives or Bora Bora is typically on this list
What is a Bucket List
This common phrase has the devil inside
What is "Money is the root of all evil"
Solving the financial puzzle is highlighted on this first page even comes with a fancy title
What is the Financial Timeline Formula
This is the Phase where we should have an emergency fund
What is Accumulation Phase
Income/Mortgage/Debts/Education are listed here
What is Current Responsibility
This common phrase like to mention greed
What is "Rich people are greedy"
On this final page there was an exit message
What is "Can you recommend us to others"
It is said that two things will happen on your timeline
What is Retirement and Death
This curve which uses the Wealth formula builds wealth over time
What is the Wealth Curve
This phrase is about players,movers, and shakers but not common
What is "Money is a Game"
This page shows a happy family but secretly have a message
What is "Guiding families to utilize the right accounts"
At the end of the Timeline a suggestion was made
What is We need a plan for all 3 phases
I use this formula and now I have financial security and a peace of mind
What is the Wealth Formula