Wealth planning basics
Our goal in this section is to help you feel confident in managing your money in the way that best fits you and your goals.
In this section, you will look at; planning benefits, wealth stage plans, and financial documentation.
Planning benefits
Planning approaches, components, benefits, and steps in the planning process.
Wealth stage plans
Case studies by wealth stages: Early Saver, Mid-Life accumulator, Preserver / Spender.
Financial documentation
Common documents in banking, investing and planning - contracts, account opening, legal.
