X – Curve

X-curve

X-Curve is a financial concept that help families become financially responsible.

Why is it called an X-Curve? Because it looks like an X.

The line from top to bottom is the “Responsibilities” line.

The line from bottom to top is the “Wealth” line.

X-axis represents the age- when we are young -> until we grow old.

Unless somebody has inherited wealth, this is how every individuals financial “GRAPH” would look like.

When we are young, our responsibilities are high – Get educated, get a job, buy a car, get married, kids, home and so on.

Because our responsibilities are high, it is likely that our savings would be low.

If we make right financial choices, gradually with time, our responsibilities would go down and our wealth would increase.

When I am in my 20s/30s – I am in wealth building mode.

When I am in my 30s until 50s, I want to continue to build wealth but at the same time want to make sure that we also protect it.

When I am ready to retire – I need to consider 2 factors, my health and my retirement income.

Register here to learn more:

Financial Education Workshop

If the timing does not work for you or you prefer one-on-one workshop, please feel free to setup the appointment here:

Book an appointment here or use the Secure Client Portal or the APP

If you are a community/group of people and want to schedule an event at a specific day/time, please reach out via any of our communication channels!

how can we help you?

Contact us to learn about any of our services or financial education opportunities.

Book an appointment
July 2024
Mon Tue Wed Thu Fri Sat Sun
1234567
891011121314
15161718192021
22232425262728
2930311234
Enable Notifications.    Ok No thanks