Wealth Waypoints

Covering the wealth levels can be a tedious and confusing journey. The solution is to break the journey into waypoints.

We define wealth by how far into the future are individuals and families covered relative to the times they live in. The farther in the future an investor is provisioned for, the higher their wealth level.

This approach simplifies the task of designing a portfolio for the long-term to waypoints looking at now, 5 years, 10 years, 15 years, and so on into the future matched with each wealth level:

  • Beginner Investors target now to up to 5 years into the future.
  • Covered Investors have a perspective of 10 to 15 years.
  • Further, Aspiring Rich investors look for 15 to 20 years into the future.
  • Finally Established Rich investors have a perspective of 25 years and beyond.

Waypoint & Portfolio Mapping

Matching a suitable strategy for each level of wealth