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My Financial Freedom Roadmap

before we start...
Can you answer these 5 questions?

  • Who relies on your financial decisions?
  • What are your financial goals?
  • Where is your money going?
  • When do you plan to achieve financial independence?
  • Why do you want financial freedom?

Do you know your yearly financial goals, expenses and income projections?

YES

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NEXT STEP

NO

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Do you have debt holding you back from your goals?

YES

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no

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NEXT STEP

Are You Actively Investing to Grow Your Wealth?

via GIPHY

YES

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NO

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do you have a fully funded emergency fund?

YES

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NEXT STEP

no

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NEXT STEP

do you have a fully funded emergency fund?

Are You Regularly Contributing to Your
Investment and Retirement Accounts?

Are You Contributing to Your Employer-Sponsored Pension Plan
and Making Voluntary Contributions?

Are You Diversifying Your Investments Beyond Your Pension Plan?

Are You Actively Building Passive Income Streams?

Are You Optimizing Your Investments for Tax Efficiency?

Do You Have a Comprehensive Financial Plan
That Aligns All Your Investments, Income Streams,
and Tax Strategies with Your Long-Term Goals?

Have You Established a Plan for Legacy and Estate Planning?

Do You Regularly Monitor and Adjust Your Financial Plan
to Reflect Changes in Your Goals, Life Circumstances,
and Market Conditions?

Do You Feel Confident and Satisfied with Your
Financial Progress and Future Outlook?

Are You Actively Exploring or Engaged in Strategies
to Increase Your Income?

Are Your Current Income-Boosting Strategies
Effectively Increasing Your Income and
Sustainable in the Long Term?

What Are the Main Barriers Preventing You from
Exploring or Engaging in Strategies to Increase Your Income?

Have You Developed a Comprehensive Retirement Plan that Includes Your Desired Lifestyle, Budget, and Income Sources?

Have You Evaluated Your Retirement Plan for Potential Risks and Adaptability to Life Changes and Market Conditions?

After Completing the Emergency Fund Training, Do You Have a Plan to Build and Maintain a Fully Funded Emergency Fund?

After Completing the Passive Income Training, Do You Have an Active Plan for Building and Growing Your Passive Income Streams?

After Completing the Legacy Planning Training, Have You Started Implementing Your Legacy Plan and Communicating It with Your Beneficiaries?

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