Graphic with four overlapping hexagons. A large blue hexagon at the top reads "Success Probability". Below are three smaller hexagons. The first reads "Net Worth", the second reads "Cash Flow" and the third reads "Life". The graphic shows that success probability is affected by net worth, cash flow, and life

3.14 FORMula

Net Worth

  • Personal
  • Business
  • Real Estate

Cash Flow

  • Income
  • Tax Rate
  • Debt Rate
  • Savings Rate
  • Burn Rate
  • Distribution Rate


  • Family Benchmark
  • Risk Tolerance
  • Insurance Coverage
  • Estate Plan

Find out more

Our Team

By using our 3.14 FORMula we’re able to help you plan for your future and help you embrace what wealth before money means to you

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