Seven Layers of Wealth

There are seven layers to wealth:

  1. Survival – living pretty much hand to mouth
  2. Stability – you have enough wealth to make it through the month and then save a little bit
  3. Security – you can save more while managing debt
  4. Growth – you can set specific savings and investment targets
  5. Freedom – you’re now able to travel and invest more money
  6. Abundance – You’ve achieved financial comfort
  7. Legacy – You can give back to your community or future generations

Regardless of your current layer, let’s talk about how we can help you ‘take it up a notch.’