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"The choices you make in life, make you." - John Wooden
"The choices you make in life, make you." - John Wooden
Congratulations on taking the first step! We've designed this checklist to provide a financial framework for building wealth and more importantly having the freedom to live life on your own terms. Good luck! Every financial decision you make will either positively or negatively impact your progress. Make smart choices. We know you can do it!
Road to Wealth Checklist
Road to Wealth Checklist
- Start tracking your money
- Make a budget
- Save 3-6 months expenses in an emergency fund
- Pay off all personal debt (credit cards)
- Pay off student loans
- Start investing
- Save for a big down payment
- Buy a house
- Save for kid's college fund(s)
- Save for retirement
- Pay off house
- Build passive income to cover expenses
- Retire
- Give back (throughout your life)
Learning Checklist
Learning Checklist
Everyone should have a basic understanding of financial terms and be able to explain the following:
- Income Statement
- Income/Expenses
- Savings Rate
- Net Income
- Balance Sheet
- Assets/Liabilities
- Net Worth
- Investing
- Compound Interest
- 4% Rule
Track your progress by utilizing our free Checklist Template. Check off each box as completed and see your goals become reality.
Track your progress by utilizing our free Checklist Template. Check off each box as completed and see your goals become reality.
If you find yourself stuck along the way reach out and talk to our coaches. They are trained to help guide you towards your dream life.
If you find yourself stuck along the way reach out and talk to our coaches. They are trained to help guide you towards your dream life.
Be encouraged and stay motivated!
Be encouraged and stay motivated!
You CAN and you WILL reach your goals!
You CAN and you WILL reach your goals!
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