Step 04 — Fuel the Engine
Ten Year Plan
Map your capital across asset classes year by year. Set allocation percentages and target return rates to project your wealth trajectory. Use the notes field on each row to record your strategy, opportunity details, or next actions.
Target Income by Year
Total Capital ($)
Alloc Total
100.0%
Target Income
$0
Actual Income ($)
| Asset Class | Allocation (%) | Capital ($) | Return (%) | Target ($) | |
|---|---|---|---|---|---|
| $0 | $0 | ||||
| $0 | $0 | ||||
| $0 | $0 | ||||
| $0 | $0 | ||||
| $0 | $0 | ||||
| $0 | $0 | ||||
| $0 | $0 | ||||
| $0 | $0 | ||||
| $0 | $0 | ||||
| Total | 100.0% | $0 | $0 | ||
Pyramid Allocation
Foundational: 70%
Wholesale: 15%
Focused: 5%
Active: —
Wholesale CF: 5%
ESI: 5%