Wealth Leadership Delivered
How to Grow and Sustain Wealth by Applying the RapidKnowHow 9‑Step System
RapidKnowHow + ChatGPT · Simplicity Delivered
Power Statement: Build sustainable, compounding wealth with a simple framework that turns intention into disciplined, measurable action across income, investments, and legacy.
Vision — Define Wealth for You
Objective: Clarify what wealth means (security, freedom, legacy, impact).
Example: “By 2030, passive income covers living, philanthropy, and reinvestment.”
Show Tool
Tool: Wealth Vision Blueprint
- Purpose (why wealth)
- Targets (net worth, passive income)
- Legacy (beneficiaries, causes)
Action Trigger: Write your 1‑sentence 2030 Wealth Vision.
Assessment — Know Your Baseline
Objective: Map assets, liabilities, income, expenses, and risks.
Example: €620k NW; high cash drag; concentrated employer risk.
Show Tool
Tool: Wealth Radar (1–10)
| Dimension | Score |
|---|---|
| Net Worth Trajectory | 6 |
| Cash Flow | 5 |
| Diversification | 4 |
| Risk Protection | 6 |
| Liquidity | 7 |
Action Trigger: Choose two lowest dimensions for a 90‑day lift.
Values — Align Money with Meaning
Objective: Tie capital allocation to top 5 life values.
Example: Freedom · Family · Learning · Stewardship · Health.
Show Tool
Tool: Value → Money Map
For each value, name a goal and an allocation rule (e.g., 10% to education fund).
Action Trigger: Approve the 5 values and one allocation rule each.
Goals — Set SMART Wealth Targets
Objective: Define 1‑, 3‑, 10‑year targets for savings, investing, and legacy.
Example: +€1,500/mo invest; 60/30/10 portfolio; 12‑mo buffer; donor fund 1% of NW.
Show Tool
Tool: Wealth Goal Planner
- Specific · Measurable · Achievable · Relevant · Time‑bound
- Add baseline, target, owner (you/partner), date
Action Trigger: Lock 3–5 goals with dates and owners.
Strategy — Select Compounding Engines
Objective: Choose diversified engines: index funds, BaaS cash‑flow, real estate, venture slice.
Example: 60% global index, 20% asset‑light BaaS, 10% real estate, 10% opportunistic.
Show Tool
Tool: Risk × ROICE Matrix
Score options on Risk (↓ better), Innovation, Convenience, Efficiency; pick top 2–3.
Action Trigger: Document target allocation bands with rebalance rules.
Action Plan — 90‑Day Wealth Sprint
Objective: Convert strategy into weekly funding and tasks.
Example: Auto‑transfer €1,500/mo; open low‑fee broker; set 60/30/10 model.
Show Tool
Tool: 90‑Day Sprint Planner
| Week | Task | Owner |
|---|---|---|
| W1 | Broker setup & KYC | You |
| W2 | Automate transfers & ETF basket | You |
| W3–4 | Emergency fund top‑up | You |
Action Trigger: Calendar‑block funding day (monthly/bi‑weekly).
Execution — Automate & Systemize
Objective: Reduce friction via automation and simple rules.
Example: Direct debits; fixed‑date buys; %‑based rebalancing; alerts for drift & fees.
Show Tool
Tool: Smart Automation Setup
- Auto‑savings & DCA buys
- Fee audit quarterly
- Security: 2FA + password manager
Action Trigger: Turn on two automations today.
Measurement — Wealth & ROICE Scorecards
Objective: Track net worth, cash‑flow, allocation drift, and initiative ROICE.
Example: NW +€38k YoY; savings rate 28%; drift +6pp equities; ROICE +22 for BaaS pilot.
Show Tool
Tool: RapidKnowHow Wealth Scorecard
| Metric | Baseline | Now | Target |
|---|---|---|---|
| Net Worth (€) | 620k | 658k | 700k |
| Savings Rate (%) | 18 | 28 | 30 |
| Emergency Fund (mo) | 6 | 8 | 12 |
| Allocation Drift (pp) | — | +6 | <=2 |
Action Trigger: Schedule a monthly 30‑min wealth review.
Sustain & Share — Build a Living Legacy
Objective: Teach family, document rules, and set up governance.
Example: Family meeting quarterly; donor‑advised fund; heirs onboarding playbook.
Show Tool
Tool: Family Legacy Journal
- Annual letter (principles, goals, allocations)
- Roles & responsibilities
- License/estate checklist
Action Trigger: Draft your 1‑page Legacy Letter this week.
Tip: Pair this with a Net Worth tracker download for immediate momentum.