| Year |
Cost Per Year |
New 1st Year Revenue |
Recurring Revenue |
Total Year Revenue |
Total Profit |
Calculation Methodology:
Return calculations are based on the following assumptions:
- Year 1 Return represents the total profit (revenue minus costs) for the first year of using the platform.
- 3 Year Return represents the cumulative profit over three years of consistent performance.
- Revenue calculations include both one-time fees (planning fees and insurance commissions) for new clients and recurring revenue from AUM.
- Client numbers are rounded down to whole numbers.
- Projections assume consistent performance and retention of clients year over year.
- All calculations exclude market performance impact on AUM.
These projections are estimates and actual results may vary based on market conditions, client retention, and other factors.