Learn & Plan
THE PRISM WEALTH-BUILDING PROCESS
The PRISM Wealth-Building Process provides a framework for aligning your investment decisions with your goals. Following the five steps of PRISM empowers you to create a personalized investment plan and gives you the confidence to follow it.
To take full advantage of the PRISM process, click here to access the PRISM Wealth-Building Process Academy. This AAII member benefit uses videos, tools and interaction to help you create your wealth-building plan.
Allocation
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Life Stages
Portfolio as
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WEALTH-BUILDING PROCESS RESOURCES
LEARN & PLAN RESOURCES
PRISM Wealth-Building Process
We first gave AAII members a process for achieving their financial goals in June 2020. The framework was built around five sequential steps: defining goals, determining an appropriate allocation, identifying investing preferences, selecting investments and monitoring progress.
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PERSONAL FINANCE
You finally make it home after an exhausting day at work. Your car's “check engine” light is flashing as if the engine is about to explode, and you fear an expensive repair. As you sit down to finally take your first calm breath of the day, you notice that there's an envelope printed in a legal-looking font sitting atop the mail.
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RETIREMENT
For millions of retirees and preretirees, the central financial challenge shifts from accumulating wealth to generating reliable income from assets already owned. In an environment of persistent market volatility, uncertain interest rates and longer life expectancies, traditional income sources—bond yields and stock dividends—often fail to meet ongoing cash flow needs.
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