My Action-Response: WealthTable

WealthTable is:

  • an approach to an existing mass scale problem that significantly impacts many of the UN Sustainable Development Goals 2030
  • a specific initiative tackling financial literacy and financial confidence.
  • a digital platform with an eye to women and millennials.
  • a universal digital architecture for understanding, building, managing and transferring financial wealth.
  • checklist driven, tracks personal assets and liabilities and associated documents for all wealth stages.

WealthTable imbeds financial literacy and financial confidence, through engagement and scope delineation.

Geography

Canada is the geographic launch pad for WealthTable. Global ambitions.

Online Access

Please access WealthTable, currently hosted on the digital development platform heroku. See Appendix A for WealthTable link and login.

WealthTable Positioning

Earn & Save

Invest

Structure (This is where WealthTable aspires to impact)

Changing Work Demographics

Overwhelming Product Choices

Need for Universal Architecture

Unprecedented Household Debt Levels

Increased Product Complexity

Education Platform

Rising Interest Rates

Amplified Volatility

Intergenerational

Foreign Investment

Global Interdependence

Digital/Bricks & Mortar

Next: Appendix A: WealthTable Digital Access »