The Informed Household empowers families to make good financial decisions, whether you do it yourself or rely on an adviser; think of it as your financial fitness tracker that answers the basic question “Am I okay financially?”, starting with…

What are your household's saving preferences and spending priorities?

 

Insanely Hopeful

(Risky but more upside)

This most common of American households use traditional risky growth assets to build wealth, then depends on those same price fluctuating assets to fund future living expenses.
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Share The Bounty

(Focusing on your legacy)

This household type builds wealth on the back of risky growth assets and shares the upside bounty, if any, on people and causes important to them subject to their level of household savings (fundedness).
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Live Now Or Die

(And enjoying every minute)

When household savings go up, spend more and when savings go down, spend less subject to their level of savings (fundedness).
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Aspiring Adult

(Saving for a secure future)

Generally younger households using their professional earning powers to save for a secure future.
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Pay It Forward

(Answering to a higher calling)

These households focus spending on people and causes important to them subject to their level of savings (fundedness) driven primarily from their professional endeavors.
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Aspiring Free Spirit

(Charting your own course)

Generally younger households using their professional earning powers to spend now on lifestyle expenses important to them.
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Sleeps Like A Baby

(Safety first then fun)

These households seek secure funding of all essential living expenses first, then apply excess savings to lifestyle and legacy spending important to them.
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Walks The Walk

(Making a difference)

Not only have these households secured long-term and relatively safe savings as well as an adequate levels of savings (fundedness), but also they have focused their spending on people and causes important to them.
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Free To Choose

(Living Life On Your Terms)

Generally older couples who have achieved an adequate level of savings (fundedness), keep the bulk of their savings in safer income assets, and focus their spending on people and activities important to them.
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Discover Your Profile

Determine your saving preferences and spending priorities to find other like-minded households and leverage the shared experiences of this community to identify and mitigate your key financial risk factors.

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See The Big Picture

Organize all your household's assets and liabilities together for a comprehensive view of where you are now on your journey to fund your future living expenses and answer the basic question "Am I okay financially?"

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Guide Your Household

Achieve lifestyle balance by making informed financial decisions using your real-time Informed Household dashboard to monitor the results of your saving and spending activities and guide your household to financial independence.

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How It Works




Sign Up

Get your own Informed Household dashboard using a valid email address
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Enter Your Data

Update household profile with your financial data for personalized dashboard
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Review Your Results

See your financial strengths, weaknesses, opportunities and threats.
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Make Informed Decisions

Guide your household to the right level of fundedness
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Jim Koch
Informed Advisor
3153 Via Larga
Alamo, CA 94507
P: 925-386-6831
F: 925-215-1458
E: jim@informedhousehold.com


Informed Household® platform provides personal finance education, balance sheet analysis and cash flow budgeting services through a web-based subscription portal.