Know your worth to achieve your goals
your goals
Personal Wealth Potential is a calculation that challenges us to know ourselves and our worth. It’s a new way to see ourselves, treat ourselves, treat others, and expect them to treat us.
WHAT IS IT?
Learn the number that unlocks your potential
Personal Wealth Potential ™ (PWP) is the total financial contribution you’re expected to make to your family over your working life. If something were to happen to you, life insurance based on your PWP provides loved ones with funds they need to cover daily expenses, pay off debts, and pursue their dreams.
Childcare
$50,000
Healthcare
$75,000
“I like to remind my clients that PWP isn't just about a number—it's the start of a roadmap for your family's future, even if you’re not there.”
Leanne K
Wealth & Equity Advisor
PWP Factors
How we calculate your Personal Wealth Potential ™
Annual income
The earnings you bring home each year, reflecting your financial contribution to your household and loved ones.
Employment duration
The number of working years left until retirement, i.e. how long you'll continue to earn income.
Expenses & liabilities
The debts and living costs your family faces, including mortgages, loans, and daily expenses.
Savings & investments
The assets available to support your family, such as savings accounts, stocks, and retirement funds.
Dependents’ needs
The specific financial needs of your dependents, including tuition, healthcare, and lifestyle.
Tax considerations
The impact of taxes on your income and investments, affecting the net financial support available to your family.
Inflation rate
The expected increase in cost of living over time, which affects future value of earnings and expenses.
Financial goals
Long-term financial objectives such as college funds, retirement plans, and significant life events.
Join us on a new path to financial freedom and generational wealth.