Wealth Foundation

Altimetry's Free 'Wealth Foundation' Tool

When it comes to creating generational wealth, the most important decision a person can make isn't what stock, bond, crypto, or commodity to buy...

It's all about allocation.

To be successful in the long run, you must have a strong handle on your budget and your cash needs. That's where our new Wealth Foundation tool comes in.

We designed this free, simple spreadsheet to help you think carefully about investing and spending.

It works as a step-by-step survey. Fill in the details... and the tool builds out a sample balance sheet, income statement, and asset allocation model.

And the best part is, Wealth Foundation is 100% free. You don't need to subscribe to any of our products to use it. We don't receive any compensation related to the Wealth Foundation tool, and we have no access to any information you enter in the tool.

Just click the link below to download the Excel file. (You might need to select "Enable Macros" for it to work.)

Managing your financial wealth is an ongoing process, not a one-time task. Wealth Foundation can be used or updated any time, whether it's once a quarter or whenever you have a big life change.

(Please keep in mind, we're a financial publishing company, not investment advisers. The free Wealth Foundation tool should be used for informational and educational purposes only. It is not intended, and should not be interpreted, as individual or personalized investment advice. You should consult your own investment and tax advisers before making any investment decision.)

One final note... We built this tool to help everyday folks set themselves up for success. We're always looking to improve it.

If you have any questions or suggestions, send us an email at [email protected] with the subject line "Wealth Foundation Tool." Remember, we can't provide individual investment advice.

And please keep checking back for new features and improvements.

Regards,

Joel Litman, Chief Investment Officer
and Rob Spivey, Director of Research
Altimetry

Disclosures: [Altimetry Research] ("Altimetry") is not an SEC-registered investment adviser. Altimetry is a publishing company and the indicators, strategies, reports, articles and all other features of our products are provided for informational and educational purposes only and should not be construed as personalized investment advice. Our recommendations and analysis are based on SEC filings, current events, interviews, corporate press releases, and what we've learned as financial journalists. It may contain errors, and you should not make any investment decision based solely on the output of our products. It's your money and your responsibility.

You should be aware that trading stocks and all other financial instruments involves risk. Past performance is no guarantee of future results, and we make no representation that any customer will or is likely to achieve particular results.