Created by Greg Dickinson · An InsightMaps framework
The Personal Wealth Map helps you build wealth and financial freedom over time. It organizes your financial life into three major wealth areas — Money Sources (how you create or obtain money and benefits), Money Uses (how you spend, pay, give, save and invest money), and Wealth Base (what you build, own and harvest) — and thirteen Key Parts within them.
Choose your life stage at the top of the map. Each Key Part then shows what it covers, the assets and enablers that strengthen it, and stage-specific guidance: what to focus on, things to do, and things to avoid at your point in life.
Use the flag circles to mark items as Needs improvement (tap once) or Priority (tap twice); tap a third time to clear. Your flags are saved on this device and can be printed as a one-page report.
General educational guidance only; individual circumstances may differ. This material is not financial, investment, tax or legal advice. Personal Wealth Map™ and InsightMaps™ are trademarks of GBD Ideas LLC.
Choose what to print. In the print dialog, choose Save as PDF to keep a copy. Chrome or Edge give the best results. Flags are saved per device, so print from the device where you marked them.