Broker Check

Financial Model

You probably own a variety of financial products and have made many financial decisions. Each product and financial decision most likely has been made individually and without much thought of integrating them into a skillfully coordinated and efficient strategy. Without a financial model to assess, evaluate or measure each financial decision, your money may become uncoordinated, inefficient and unproductive.

Get your financial life organized

Using a  financial model that contains all aspects of your financial life. It provides you with a full view of your financial situation categorized into three components of Protection, Savings, and Growth, which makes it easy to understand and follow.

Educate yourself

An educated consumer is always in a better position than one who is unsure and insecure about the money decisions they are forced to make in life. A financial model provides you with a tool to measure and coordinate each money decision with the purpose of achieving financial independence.

Benefits of a Financial Model

Instead of making financial decisions one at a time in an isolated manner (micro), Rich advocates financial decisions based on an organized, coordinated and integrated model (macro) approach.  Your assets and financial decisions are:

COORDINATED:
When coordinated, your assets work together harmoniously.

INTEGRATED:
When integrated, they provide for a potential increase in money supply and benefits.

VERIFIABLE:
A financial model helps you compare, measure and verify results.

PERFORMANCE-BASED:
With a financial model you are no longer vulnerable to making decisions based on opinion or sales hype. Money decisions are now strictly performance and value based.

IMPLEMENTED:
The financial model provides a method for your money decisions to be easily and automatically implemented.

ORGANIZED:
The financial model will help you visualize how all your assets are working and at the same time provide an organized filing system.

CONTROLLED:
Your money and assets will be more in your own control which leads to making intelligent financial decisions.


PS&G Model


Have a Question?

Thank you!
Oops!