Individuals & Families

families-in-the-pool

THE POOL IS NOW ACCEPTING INDIVIDUALS & FAMILIES

Get answers to life’s painful financial questions: What does it cost to raise a child? What’s the return on investment (ROI) for a college degree? When can I retire? The Wealth Pool provides insights to probing questions like these and more! 

Any financial professional acknowledges that the most powerful asset they have in their advisory roles is their transparency into all their clients’ financial information. Information is Power. The Wealth Pool does not dispense financial advice, but it avails you to a wealth of information that empowers you to take charge of your financial future.

Whether you’re a millennial, Gen X, Gen Y, or Baby Boomer, The Wealth Pool levels the playing field for us all as we navigate financial challenges at all stages of life.


GET YOUR FAMILY IN THE POOL

  1. VICARIOUSLY LEARN PERSONAL FINANCE THROUGH THE PEOPLE AROUND YOU

    Organize through the tool. Observe through the pool. Being a member of The Wealth Pool gets your financial house in order and makes those financial chores a rewarding experience with a sense of community.

  2. EMBRACE TRANSPARENCY AND DIVERSIFICATION

    Whether actively or passively, we’re always in a state of competition. Participation in The Wealth Pool motivates you to spend less and save more – the basis for building wealth – by providing anonymous social benchmarks on the people around you. You’ll find yourself trying to “keep up with the Joneses” and not know who the Joneses really are! See the numbers and emulate the successes.

  3. SUPPLEMENT INDUSTRY JARGON WITH REAL, USEFUL INFORMATION AND KNOWLEDGE

    MSCI, NASDAQ, Barclays Aggregate, ETFs, and everyone’s favorite – Monte Carlo Simulation! To most of us, these financial acronyms and benchmarks mean NOTHING. Financial markets make fools of most people most of the time. Make sense of the metrics that matter – know how your household stacks up relative to your peers with respect to your spending, saving, debts and investments.