Focus:
|
Stability and Growth
|
---|---|
Motivation:
|
Preservation of Wealth
|
Enabling Virtues:
|
Patience and Contentment
|
Destructive Vices:
|
Short-sightedness and Greed
|
Educational Emphasis:
|
Modern Portfolio Theory
|
Planning Tool:
|
Investment and Retirement Plans
|
Focus:
|
Lifestyle and Quality of Life
|
---|---|
Motivation:
|
Enjoyment of Life
|
Enabling Virtues:
|
Discipline and Self-Control
|
Destructive Vices:
|
Sensuality and Impulsiveness
|
Educational Emphasis:
|
Setting Goals and Budgeting
|
Planning Tool:
|
Family Budget
|
Focus:
|
Making a Difference
|
---|---|
Motivation:
|
Giving Back to Society, Family
|
Enabling Virtues:
|
Benevolence and Philanthropy
|
Destructive Vices:
|
Indifference and Selfishness
|
Educational Emphasis:
|
Estate and Charitable Tax Law
|
Planning Tool:
|
Estate and Charitable Plans
|