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Financial Society Offers New Online Wealth Assessment Test
The Quantum Financial Society has made it easy for anyone to get their Quant Index and quantify their legal and financial health. A Quant Index interview is available at:
http://www.quantumfinancialsociety.org/QuantIndex/index.php
A BETTER FINANCIAL PLANNING BENCHMARK
The Quantum Financial Society has found that a personal or subjective view of income and assets places the individual in a weak and defensive legal and financial position. Alternatively, a quantitative and objective analysis of personal legal and financial data coupled with a business treatment of income and assets places an individual in a strong legal and financial posture. The Quantum Financial Society couples quantitative analysis of legal and financial data and structures with time-tested strategies to navigate the legal and financial systems, helping individuals to achieve economic success. The Quant Index – provided by Stratagem - is the benchmark upon which this success is measured.
The Quant Index offers a simultaneous, real-time objective analysis of an individual’s legal and financial health relative to every planning field in the Quantum Financial Society’s 10 planning disciplines. These legal and financial planning disciplines include:
• Resource management
• Estate planning
• Asset protection
• Retirement planning
• Insurance planning
• Tax planning
• Investment planning
• Gift planning
• Choice of Entity
• Business Planning
More information about these planning disciplines is available at : http://www.quantumfinancialsociety.org/resource%20management.html
ABOUT THE QUANTUM FINANCIAL SOCIETY
The Quantum Financial Society is founded on the belief that income and assets are vital to well being and happiness, yet the complex and divisive nature of the legal and financial system threatens everyone with confusion, costs, and personal losses or misery. The world of law and economics is populated with myriad rules of thumb, contradictory strategies, intense competition among professionals providing equivalent services or products, and high costs. The resulting fear, indecision and doubt about making even basic planning decisions is a serious and common threat to legal and financial health.
Quantum Financial Society’s mission is to provide an accessible and affordable system of objective analysis that covers all legal and financial planning areas. By way of Stratagem, a proprietary software, Quantum Financial Society can quantify anyone’s legal and financial health—producing what is called an individual’s “QI” or Quant Index. A person’s Quant Index will change from time to time depending on his or her income and assets relative to the legal and financial system. Simply stated, Stratagem objectively ranks the legal and financial strategies that apply to wealth at a given time, and produces easy to read and understand analyses, reports, and plans at no cost to Members of QFS.
QFS Membership is analogous to having a board of qualified legal and financial specialists at your command who instantaneously analyze the condition of your income and assets, provide plainly written assessments and plans, and impartially rank and summarize your alternatives without bias towards their own particular services or products. All of this complicated quantification occurs through Stratagem, which produces an ongoing QI to show you where you stand at all times. What’s more, any small, let alone colossal, change to your legal or financial health is immediately assimilated and the alternatives objectively quantified and factored into updated reports and plans.
QFS fits seamlessly into everyone’s budget, and is completely advisor-friendly. Membership is not only affordable, QFS is uniquely independent—it does not sell legal or financial services or products to Members. Members continue as before with their own advisors and are always in control of their wealth. Not only do Members receive free analyses, reports, plans, and education. Everything they receive they should and are encouraged to share with their professional advisors—for their review and recommendation.
QFS makes the real world of legal and financial planning…an ideal world.
ABOUT STRATAGEM
Providing everyone an unbiased and reliable planning baseline, The Quant Index is a quantitative measure of an individual’s legal and financial health produced by Stratagem software. Stratagem is a proprietary software technology that objectively analyzes and calculates legal and financial positions. Following input of personal information, Stratagem produces reports and plans on various planning levels, from beginning to advanced. Available to Members of Quantum Financial Society at no cost, Stratagem is not tied to the purchase of any institutional product or service.
The essential starting point for all of your planning is the identification of a legal and financial planning baseline in every one of the ten planning fields. That is the purpose and effect of The Quant Index. Once done, planning priorities, goals, and progress can then be measured. Not done, planning relies on rules of thumb, intuition, wayward or lopsided attention, or even bad advice.
This is analogous to going to college every once in a while, picking up a credit here, a bad grade there, with no focus and an idea that at some point in the future, a degree will be earned, though how it will be applicable or beneficial is of no momentous concern right now.
With several levels of analytical depth, Stratagem not only establishes your planning baseline—the quantitative measure of your legal and financial health. Stratagem not only specifically measures where you presently are in each of the Ten Planning Fields. Given your personal resources, it lets you identify your planning priorities while laying out strategies that benefit you or harm you. Stratagem produces analyses, reports, and plans with citation to resources for further reference, authority, and education.
The Quant Index and Stratagem combine technological prowess by constantly measuring just where you are with respect to your wealth so you can adjust priorities as needed, fine-tune your plan, and maximize your legal and financial goals with the confidence and independence that come from knowledge about and control over your own income and assets.
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