The Financial Planning Pyramid is a model that outlines the hierarchy of financial priorities for individuals. It starts with building a strong foundation through budgeting, emergency savings, and debt management. Next, it emphasizes protection through insurance coverage. Then, it focuses on savings and investments, followed by retirement planning. Finally, it addresses wealth accumulation and estate planning. This framework helps individuals prioritize their financial goals and allocate resources accordingly to achieve long-term financial stability and security.
Interested?
If you are interested in this item and have some questions, feel free send an inquiry.
Click Here