Wealth Creation
ROLES
GOAL AMOUNT
MANAGE
Long-term Investment
Investment
John Smith
Admin
Owner
$3,000,000
Lump SumLong-term Investment
Investment
John Smith
Admin
Owner
$3,000,000
Lump Sum
Children's Education Fund
Education Fund
John Smith
Admin
Owner
$120,428
Lump SumChildren's Education Fund
Education Fund
John Smith
Admin
Owner
$120,428
Lump Sum
Emergency Fund
Emergency Fund
John Smith
Admin
Owner
$59,250
Lump SumEmergency Fund
Emergency Fund
John Smith
Admin
Owner
$59,250
Lump Sum
John's Retirement Goal
Retirement
John Smith
Admin
Owner
$180,000
Per YearJohn's Retirement Goal
Retirement
John Smith
Admin
Owner
$180,000
Per Year
Become Debt Free
Debt
John Smith
Admin
Owner
$2,684,500
Lump SumBecome Debt Free
Debt
John Smith
Admin
Owner
$2,684,500
Lump Sum
Jane's Retirement Goal
Retirement
Jane Smith
Viewer
$140,000
Per YearJane's Retirement Goal
Retirement
Jane Smith
Viewer
$140,000
Per Year
Wealth Protection
ROLES
GOAL AMOUNT
MANAGE
John's Disability Goal
Disability
John Smith
Admin
Owner
$9,000
Per MonthJohn's Disability Goal
Disability
John Smith
Admin
Owner
$9,000
Per Month
John's Life Insurance
Life Insurance
John Smith
Admin
Owner
$7,008,152
Lump SumJohn's Life Insurance
Life Insurance
John Smith
Admin
Owner
$7,008,152
Lump Sum
Jane's Critical Illness
Critical Illness
Jane Smith
Viewer
$114,000
Lump SumJane's Critical Illness
Critical Illness
Jane Smith
Viewer
$114,000
Lump Sum
Wealth Preservation
ROLES
GOAL AMOUNT
MANAGE
Will & Power of Attorney
Will and Power of Attorney
John Smith
Admin
Owner
3
DOCUMENTSWill & Power of Attorney
Will and Power of Attorney
John Smith
Admin
Owner
3
DOCUMENTS