Given that everyone is at a different stage of financial intelligence how do we get everyone to a minimum level? So to start with we came up with the chart below as part of the Awareness stage to try and help define what stage someone is at- its not perfect and most people probably don’t fit exactly into any one category but- its a start and creating awareness of where you are helps create a line in the sand to then go on and create financial goals or targets of where you want to be.
Briefly the Wealth Wednesday strategy is to help people move through different stages of financial intelligence with these as the outline phases:
- Stage 1: Awareness
- Stage 2: Planning and Automation
- Learning about different types of investments
- Choosing, Monitoring and Managing your investments
- Learning and increasing education on how to maximise your return on your savings and investment
Wealth Wednesday objective is to try and get everyone in our team to a minimum level of Financial Intelligence Stage Level 5– with a personal plan and Wealth Wednesday Automated Success Framework in place within a short a time of joining the company as possible
Wealth Wednesday 