Jan 11, 2019
This is a replay of the presentation Patrick gave at 2018 Cash Flow Wealth Summit about the hierarchy of wealth. When you look at the hierarchy of wealth, there is always a starting place which is the foundation. There is a process that you go through step by step. Patrick ranks these different levels or categorizations of wealth based on the degree of control as well as risk. Patrick created The Hierarchy of Wealth to help him as well as the clients that he works with in the personal advising space to prioritize investments, financial decisions, and opportunities. Learn this simple model so that you can position certain assets in different places as well as their priority and sequence.