Why The Pool?

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People are generally unaware of their financial health and longevity. The Wealth Pool provides a sophisticated planning tool for its members and generates valuable feedback from the collective membership – the pool. This feedback is in the form of the membership’s financial numbers – anonymously. 

The more information we have – and share, the better decisions we make. There’s strength in numbers. In today’s sharing economy from available rooms to cars we optimize resources. What about the sharing of financial information and knowledge? Together, through The Wealth Pool, we collectively share our financial information – anonymously. We help fellow members of The Pool by simply participating.

  1. ELEVATE YOUR FINANCIAL LITERACY

    You may already understand the value of diversifying your investment portfolio. The Wealth Pool can help you understand the implications of financial decisions before you make them, and give you unprecedented transparency into the effectiveness of diversification and others’ financial choices.

    • Anonymously view the fiscal health and choices of people with similar goals and finances.
    • Motivate yourself to save more and spend less by comparing the results of your financial decisions to others’ financial successes and shortcomings.
  2. VISUALIZE HOW LONG YOUR MONEY WILL LAST

    Will your money run out at age 58 or 68 or 88?  The Wealth Pool dynamically models your financial outcomes  based on your current  and future decisions.  It answers the question: Will I outlive my savings?

    • Planning on having children?
    • Paying for higher education?
    • Hoping to retire early?

    Quickly see how changes in your spending, saving, or debts and investments will impact your lifestyle long-term.

  3. ARE YOU AHEAD FINANCIALLY?

    Beyond a realistic view of your finances, The Wealth Pool anonymously gives you an unprecedented view into the financial savvy of others. Improve your financial literacy by gaining insight into how others are managing their spending, savings, debts and investments.

    • Will the Joneses run out of money before you, or will you run out of money before the Joneses?  Gain insight into how your wealth compares.
  4. STRENGTH IN NUMBERS

    Grow our collective knowledge and take advantage of the power of numbers; the more people who share their financial lives, the more insight we collectively gain into the impacts of financial decisions.

    • Don’t tackle painful financial challenges in isolation based solely on your data and decisions; empower yourself with a wealth of information about the relative success of others’ financial decisions.
    • Your information is always kept anonymous and so is the information of everyone else.

WHO'S IN THE POOL?

Individuals & Families

Members of The Wealth Pool represent households of various structures from single-person heads of household and no dependents to two-person heads with multiple dependents.

BUSINESSES, EMPLOYERS & ASSOCIATIONS

Grow your community and create a stickier relationship with your community members through The Wealth Pool's comprehensive financial wellness solution.

Colleges & Universities

The Wealth Pool imparts Higher Ed students with a sound Personal Finance educational experience that builds healthy habits to last a lifetime.