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  • 3 Phase

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    Fernee Martin
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    This document outlines three phases of wealth management: the accumulation phase focuses on long-term retirement and short-term goals like a house and car, the consolidation phase also focuses on long-term retirement and children's college as well as short-term vacations, and the spending phase emphasizes long-term estate planning and short-term lifestyle needs and gifts.

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    This document outlines three phases of wealth management: the accumulation phase focuses on long-term retirement and short-term goals like a house and car, the consolidation phase also focuses on long-term retirement and children's college as well as short-term vacations, and the spending phase emphasizes long-term estate planning and short-term lifestyle needs and gifts.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    12 views1 page

    3 Phase

    Uploaded by

    Fernee Martin
    This document outlines three phases of wealth management: the accumulation phase focuses on long-term retirement and short-term goals like a house and car, the consolidation phase also focuses on long-term retirement and children's college as well as short-term vacations, and the spending phase emphasizes long-term estate planning and short-term lifestyle needs and gifts.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Accumulation Consolidation Spending Phase

    Phase Phase Gifting Phase

    Long-term: Long-term: Long-term:

    Retirement Retirement Estate Planning

    Children’s college

    Short-term: Short-term: Short-term:

    House Vacations Lifestyle Needs

    Car Children’s college Gifts

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