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Household Financial Planning

Econologics Road Map®
Results-Based Financial Planning®

The Econologics Road Map is the practical application and step-by-step implementation manual for the Household CFO®, complete with the policy and procedures that can bring about an Optimum Financial Condition in your household using 9 Elements of a financial plan.

Progress is then measured using Econometry Analytics to objectively confirm that we are indeed attaining and maintaining the Optimum Financial Condition in the household. The plan is written and implemented by Econologics Financial Advisors, a Registered Investment Advisor.

The Optimum Financial Condition & 9 Elements of a Comprehensive Financial Plan

The basis of Econologics defines that there is a predictable, consistent, objectively measurable result that a household would achieve in doing the Econologics financial planning process. It is a well-defined Optimum Financial Condition:

  • A written and fully implemented comprehensive financial plan.
  • Knowledge and competence in correct financial policies and procedures.
  • A viable, profitable and expanding business or professional practice with a known transition strategy.
  • Provision for adequate present and future income to achieve life goals.
  • A household that is debt-free and has excellent credit.
  • A complete, efficient and up-to-date estate plan.
  • A fully-optimized tax plan to mitigate present and future taxes
  • Practically all assets reasonably protected from loss.
  • Suitable and stable investments to fund your financial goals.

If you study each of these 9 elements, you will see that if any one of them is not implemented to an optimal result, then any adverse event can wipe out even the best laid plans. So, the proper implementation of a financial plan gets results in all of these areas. Without it, your financial goals will remain out of reach. Begin your financial journey by first taking this in-depth assessment to learn your current financial condition compared to the optimum.