1. any financial decisions.
Triangle of Wealth
About This Slide
This interactive slide illustrates the trade-offs involved in reaching financial goals. The tradeoffs are made between the amount of your goal, the time you have to reach the goal and rate of return on your investments. As these three variables change, the Annual Investment Amount Needed to Reach Your Goal will change on-screen. It is assumed that annual investments are made at the end of the year.
Changing Numbers on the Slide
To change numbers on the slide, move the sliders for TIME, GOAL and RETURN and the Annual Investment Needed to Reach Your Goal figure will change.
How to Copy the Slide to Another Presentation
To move this slide to another presentation, click on the above chart, select Copy from the Edit menu, open the other presentation and Paste into the slide you select.
Navigating During a Presentation
Using keyboard shortcuts to move between slides will only work if no changes are made to the slide. If you change a value or slider on a slide during a presentation, you must use the mouse to navigate to the next or previous slide. Right-click anywhere on the outer edges of the slide, and on the shortcut menu, click Next or Previous. Do not right click directly on the chart since the shortcut menu will not be available if you do.
Slide created by
The information provided is for illustrative purposes only.  Actual results may vary from your
investment, savings, loan or other investments available to you.  Interest rates are hypothetical
and are not meant to represent any specific investment.  Rates of return will vary over time,
particularly for long-term investments.  Please consult me to discuss your situation before making
any financial decisions.