The 3 Bucket Approach to Sustainable Investing
At Corelation Advisors, our 3-Bucket Approach ensures a sustainable and confident retirement by organizing your finances into three distinct, purpose-driven categories. By strategically balancing these three buckets, we create a dynamic and sustainable retirement plan that provides financial stability today, income for the future, and growth for tomorrow.
Liquidity
Provides immediate access to cash for day-to-day expenses, emergencies, and short-term needs. It helps to ensure you always have financial flexibility and confidence, no matter what life throws your way.
Income
Designed with the goal to help to generate reliable and predictable income throughout your retirement. It includes investments and strategies tailored to provide consistent cash flow for your essential expenses, such as housing, healthcare, and lifestyle.
Growth
Focused on long-term wealth building. It includes growth-oriented investments to help outpace inflation and sustain your financial confidence for the years. It helps to ensure your retirement funds grow and adapt to your changing needs.
