Acquire · Protect · Grow
Your Annual Wealth Architecture Blueprint
Most people drift through the year. Wealthy families design it. This is the same planning guide and goals spreadsheet our team uses with clients to see the whole financial picture in one place.
Wealth Architecture Blueprint
- The 3 forces eroding your wealth
- The 6 Pillars pre-game audit
- The 3 Bucket diagnostic
- Your strategy session and execution contract
Annual Strategy Goals Sheet
- Master Dashboard for your top goals
- Net Worth Tracker, updated every 90 days
- Budget Calculator to find your monthly surplus
- A tab for each Pillar plus the Quarterly Check-In
How to use it
- Read the Blueprint first.It walks you through the setup, the audit and the 3 Buckets before you touch a number.
- Block off one quiet evening.Alone or with your partner. Bring your statements and balances.
- Fill in the Goals Sheet.Start with the Net Worth Tracker and Budget Calculator, then set goals on each Pillar tab.
Three numbers to look at when you finish
How much of your savings sits in a 401k, IRA or TSP that gets taxed when you take it out. How much equity is sitting in your home doing nothing. And what interest rate you're paying on everything you owe.
We call these the Tax-Deferred Trap, Idle Equity and your Cost of Capital. They say more about your retirement than your income does.
4 minutes
Take the Wealth Gap Diagnostic
Covers the 6 Pillars of Wealth and goes straight to our team for review. If we spot a red flag or an opportunity, we'll reach out.
Start the Diagnostic30 minutes
Book Your Free Discovery Call
A one-on-one call with Marcus Eligan to map your mortgage, insurance and retirement as one connected system and find your biggest gap.
Book Your Discovery Call