The 3D Wealth Tool Kit: Strategies to execute a "total" wealth plan.

by Roey Diefendorf

What does it take to execute a "total" wealth management plan (one that encompasses the 3 dimensions of wealth - personal, financial & social)?At 3 Dimensional Wealth Advisory, we have created The 3D Wealth Toolkit, which makes available unique products and services to pass on both your values and valuables.

• Format: Paperback
• Language: English
• ISBN: 1517518024
• ISBN13: 9781517518028
• Release Date: September 2015
• Publisher: CreateSpace Independent Publishing Platform
• Length: 46 Pages
• Weight: 0.22 lbs.
• Dimensions: 9.0" x 0.1" x 6.0"