In the digital era, wealth-building strategies, money management techniques, and "how-to" financial planning tips all compete for our attention. Instead of trying to navigate the nuances of personal finance based upon the latest planning tactic or intriguing message, take a step back.
Recognize that success in life requires excellent decision-making, which includes two ingredients: knowledge and wisdom. Having knowledge means having information needed to make decisions. Having wisdom refers to the viewpoint from which decisions are made.
With respect to personal finances, The Life Cycle of Wealth does provide some important technical insights, though it primarily provides wisdom needed for excellent decision-making. Financial independence happens which a family's balance sheet is stable enough to provide for at least the current generation.
Further, this independence means that cash flow is positive or neutral even if a major source of that income is the balance sheet. For those who have attained financial independent, 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 provide a clear view of the road ahead, a concrete approach to managing risk, and an overview of the financial professional(s) 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.
Aaron Kolkman, MSF, CFP®, CKA® is the founder of multiple wealth management firms, and the Managing Partner at Fidere Advisors in Minneapolis. His advisory team integrates Life Cycle concepts into its comprehensive planning process, 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 a CERTIFIED KINGDOM regularly for A STEWARD'S VIEW whitepaper series - an economics, planning and portfolio management blog for families.
He is a member of Kingdom Advisors and the Financial Planning Association, and served on the national committee for the Fiduciary Standard during 2009-2010. In personal life, Aaron enjoys outdoor activities with his kids. He is an avid reader and loves to attend Bible studies. He thinks God daily for the gift of his salvation.
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Aaron Kolkman, MSF, CFP®, CKA® is the founder of multiple wealth management firms, and the Managing Partner at Fidere Advisors in Minneapolis. His advisory team integrates Life Cycle(TM) concepts into its comprehensive planning process, 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(TM) and a CERTIFIED KINGDOM ADVISOR®. Kolkman is also the host of A STEWARD'S VIEW podcast and writes regularly for A STEWARD'S VIEW whitepaper series - an economics, planning and portfolio management blog for families. He is a member of Kingdom Advisors and the Financial Planning Association, and served on the national Committee for the Fiduciary Standard during 2009-2010. In his personal life, Aaron enjoys outdoor activities with his kids. He is an avid reader and loves to attend Bible studies. He thanks God daily for the gift of his salvation.