Financial Plans to Double Net Worth in 3 - 5 Years

“People don’t plan to fail, they just fail to plan.”
– John L Beckley, Founder of The Economics Press

Most people in the Accumulation stages of the Cambridge Financial Life Cycle can double their net worth in 3-7 years.

Creating the plan is a two or  four step process, depending on how much help you want from a professional advisor.

1. Complete the interview
    
2. You will receive a customized Wealth Accumulation Plan with five key inputs or levers that you can manipulate to confrol your accumulation growth rate. These five inputs are:
   • Income growth rate
   • Savings rate
   • Rate of return on investments 
   • Home size and leverage
   • Mortgage & debt reduction rate
     
     VIEW A SAMPLE PLAN  (pdf)
     
     
3. The plan will include a link to schedule an appointment with your advisor. You can use the link to schedule and pay for a 30 or 60 minute appointment with your advisor at $99 per 30 minutes.
   
   

4. During the appointment, the advisor will answer your questions about the five inputs or “levers” and help you adjust them to settings that you believe are realistic for you. The final result will be a 3-7 year wealth accumulation plan that  is achievable for you. The advisor will email the final plan with milestones for tracking your progress.

   A financial plan is a roadmap to FIPOM. The first step on the road begins with our easy-to-use and secure online Financial Plan Interview.