Garden of Wealth™
Cultivate Your
Financial Garden
Transform your financial planning with our garden-themed risk assessment platform. Understand where you stand and where your money should grow.
12-Question Assessment
Portfolio Analysis
Garden Framework
PDF Report Export
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THE FRAMEWORK
Your Financial Garden
Three categories that map traditional risk concepts to nature's growth metaphors
Soil
Fixed assets providing principal protection and conservative returns. Government bonds, CDs, fixed and indexed annuities.
FixedRoots
Variable assets not managed for a specific purpose. Mutual funds, balanced portfolios. Ideal allocation is zero.
VariableHarvest
Managed growth assets professionally aligned to your objectives. Growth funds, ETFs, individual stocks, REITs.
Managed