| 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
|