Welcome to the Penn Wealth Architect New Member's page!
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By becoming a member, you have taken a decisive step toward creating personal wealth, fostering success in your life, and increasing your overall happiness and well-being.
Below, you will find steps to uncover your Personal Risk Number (if you haven't already done so), create your powerful Personal Financial Website, and browse through the latest issue of The Penn Wealth Report. Soon, via email, you will receive a link to set your password for access to the member-only pages of our financial websites. This will allow you to gain access to the Penn Trading Desk, the five Penn portfolios, and other wealth creating information. If you do not receive this email, please shoot us an email at [email protected]. To create real wealth within your life, all aspects of your finances must be in sync. Your comfort level must align with how you are invested; you need to have a plan in place to eliminate all debt not tied to an asset growing in value (like your home, properties, or your business); and you need a funding plan to assure a percentage of your income is going into the correct investment vehicles to grow your wealth as efficiently as possible. Don't worry, we will be with you every step of the way. In addition to the core tools now available to you, we encourage you to shoot us any questions or concerns you may have at the email address above. We look forward to making this journey with you! Sincerely, The Penn Wealth Team |
Uncover your Personal Risk Number
The first step in the process is to uncover your Personal Risk Number so you can see if your current portfolio allocation is properly aligned. Consider this a speed limit—from 1 to 99—which identifies how fast you wish to be "driving" with your investment portfolio.
To achieve your goals, you need income; earned income creates the wealth needed to live off of your investments (passive income). This all begins with an understanding of your own risk tolerance level, which you will discover by selecting the blue box... |
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Create your Personal Financial Website
It all begins here, with the "headquarters" for creating personal wealth. This powerful tool will help you see every aspect of your financial life in a clear and concise manner. Here, you will set your goals and track your progress. You will develop strategies for crushing your debt and building real wealth within your life. Select the image to begin your journey.
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Read the latest issue of The Penn Wealth Report
When you receive your email invitation to The Penn Wealth Report and sign up, you will be able to access the current and past issues of the Report and read them as interactive, online publications. In the meantime, here is the most recent issue! (Select cover image)
(You can save the issue after opening by selecting the download option below the publication) |
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Congratulations! You made an important step forward in creating real wealth in your life by becoming a member. We look forward to being there with you every step of the way.