The Life Cycle of Wealth™

Decision-Making Through Four Phases of Life

by Aaron Kolkman



Book Details

Language : English
Publication Date : 12/7/2018

Format : Softcover
Dimensions : 5.5x8.5
Page Count : 120
ISBN : 9781973640714
Format : Hardcover
Dimensions : 5.5x8.5
Page Count : 120
ISBN : 9781973640721
Format : E-Book
Dimensions : N/A
Page Count : 120
ISBN : 9781973640707

About the Book

For those who have attained financial independence, this text offers you important insights into the challenge of providing for future generations. For those still in pursuit of independence, The Life Cycle of Wealth™ provides a clear view of the road ahead, a concrete approach to managing risk, and an overview of the financial professionals available to guide you. For all concerned, The Life Cycle of Wealth™ delivers a holistic view of personal finance and a method for developing a long-term strategy to fund your purpose for life.

The Life Cycle of Wealth gives you an unprecedented look at the natural process of developing wealth over a lifetime, and the challenges involved with passing it on.
Instead of the usual tips about ‘What to do when…,” The Life Cycle of Wealth teaches you to think strategically, so you can align your plans with your values, and your actions with both.
Once you read it, you will reference it often. Again and again, The Life Cycle of Wealth will deliver truth to your financial life, so you can make great decisions that lead to achieving real wealth in your lifetime.
This book offers both knowledge and wisdom in a timeless, simple fashion that leaves you inspired to move forward with confidence and to pass your wisdom to future generations.

About the Author

Aaron Kolkman is a retired securities principal and developer of The Life Cycle of Wealth™ model. He previously worked for three major U.S. financial institutions before founding a portfolio risk management firm during the 2008 financial crisis. Kolkman is a recognized leader in aggregate portfolio Mean Variance Optimization (MVO) techniques to support financial planning. His Minneapolis strategic planning team incorporates all phases of The Life Cycle™, with an emphasis on written estate strategies. Kolkman holds a B.A. in Psychology, a M.S. in Finance, and a Graduate Certificate in Financial Analysis. He is also a CERTIFIED FINANCIAL PLANNER™ and an ACCREDITED ASSET MANAGEMENT SPECIALIST™. Kolkman is the principal of Fidere Media, LLC, and co-author of THE RISK MANAGER™ - a conservative economics, planning and portfolio management blog for families. He is a member of the Committee for the Fiduciary Standard, the International Association of Advisors for Philanthropy, and the Financial Planning Association. A native of South Dakota and Nebraska, he now lives in Plymouth, Minnesota. In his free time, Aaron loves spending time outdoors with his family: boating, camping, and biking.