Broker Check

3.14 FORMula

Our company name is more than just a name, it’s how we approach your financial plan. We have 3 main categories and a total of 14 subcategories that allow us to see the whole you.

Net Worth

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Cash Flow

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Life   =   Success Probability

Net Worth<br/>

Net Worth

  • Personal
  • Business
  • Real Estate

    This is what you have – the total value of your assets.
Cash Flow

Cash Flow

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

    How much money is coming in and how much money is going out?
Life

Life

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

    How much money is coming in and how much money is going out?
Success Probability %

Success Probability %

The likelihood of you being okay when all is said and done.

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