Financial Foundation Builder - Future Millionaire Playbook

💰 Investment Policy Statement Builder

Build Your Investment Foundation

Create a professional Investment Policy Statement in just 6 simple questions

🎯

Clear Goals

Define your financial objectives

⚖️

Risk Balance

Find your comfort zone

📋

Professional IPS

Get an advisor-ready document

Your Risk Comfort Zone

Let's find your investment sweet spot

How would you feel if your investments dropped 20% in a bad year?

Be honest - this helps us build the right plan for YOU

💪 "Time to buy more!"

I'd see it as a discount opportunity

😌 "I'll ride it out"

I'd feel nervous but stick to my plan

😰 "That's scary"

I'd lose sleep and consider selling

🛡️ "Rather not risk it"

I prefer steady, predictable returns

What's your investment timeline?

When do you think you'll need this money?

🚀 15+ years

Long runway for growth

🎯 10-15 years

Solid time for building wealth

⏰ 5-10 years

Moderate timeline

🔒 Less than 5 years

Need stability and safety

🚀 Ready to Accelerate Your Wealth?

This is just the beginning! Get personalized strategies and tools at
FutureMillionairePlaybook.com

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INVESTMENT POLICY STATEMENT

Personalized Financial Investment Plan

Prepared by: Future Millionaire Playbook

Date:

I. EXECUTIVE SUMMARY

Primary Objective:	Long-term wealth building
Monthly Investment:	$300
Asset Allocation:	80% Stocks, 20% Bonds
Review Schedule:	Annually
Risk Tolerance:	Moderate-Aggressive

II. INVESTMENT OBJECTIVES

III. RISK PROFILE & CONSTRAINTS

IV. STRATEGIC ASSET ALLOCATION

V. INVESTMENT GUIDELINES

Maintain diversified portfolio through low-cost index funds
Rebalance portfolio when allocations drift more than 5% from targets
Avoid market timing and emotional investment decisions
Increase contributions annually with income growth
Prioritize tax-advantaged accounts (401k, IRA) before taxable accounts

VI. PERFORMANCE MONITORING & REVIEW

VII. IMMEDIATE ACTION PLAN

💰 Continue Your Financial Journey! 💰

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Disclaimer: This Investment Policy Statement provides general guidance for educational purposes. Consult a qualified financial advisor for advice tailored to your specific circumstances. Past performance does not guarantee future results.

Build Your Investment Foundation

Clear Goals

Risk Balance

Professional IPS

Your Financial Goals

Your Risk Comfort Zone

Your Investment Approach

🎉 Your Investment Policy Statement is Ready!

🚀 Ready to Accelerate Your Wealth?

INVESTMENT POLICY STATEMENT

I. EXECUTIVE SUMMARY

II. INVESTMENT OBJECTIVES

III. RISK PROFILE & CONSTRAINTS

IV. STRATEGIC ASSET ALLOCATION

V. INVESTMENT GUIDELINES

VI. PERFORMANCE MONITORING & REVIEW

VII. IMMEDIATE ACTION PLAN

Build Your Investment Foundation

Clear Goals

Risk Balance

Professional IPS

Your Financial Goals

Your Risk Comfort Zone

Your Investment Approach

🎉 Your Investment Policy Statement is Ready!

🚀 Ready to Accelerate Your Wealth?

📱 Share Your Results

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INVESTMENT POLICY STATEMENT

I. EXECUTIVE SUMMARY

II. INVESTMENT OBJECTIVES

III. RISK PROFILE & CONSTRAINTS

IV. STRATEGIC ASSET ALLOCATION

V. INVESTMENT GUIDELINES

VI. PERFORMANCE MONITORING & REVIEW

VII. IMMEDIATE ACTION PLAN