PRISM: Prioritizing Your Goals

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.

This AAII member benefit uses videos, tools and interaction to help you create your wealth-building plan.

HOW TO USE THE PRISM WEALTH-BUILDING PROCESS RESOURCE GUIDE

This guide offers a comprehensive look into the PRISM Wealth-Building Process as a whole. Articles and worksheets can be reviewed and used to complete the PRISM Academy online course at your own leisure. Begin with the letter P, Prioritizing Your Goals, and progress through each step until you complete the letter M, Monitoring Your Allocation, Progress and Life Stages, which is the final portion of the PRISM Wealth-Building Process.

Additionally, we will periodically refer you to this resource guide throughout the AAII PRISM Academy lessons and discussion.

Once you reach the end of the course, you can use the PRISM process whenever you need to adjust your goals or allocation during various life stages. This is a cyclical process that can be used time and time again.