Next steps on your journey.
Our team of experts have compiled a list of financial milestones that will help you in assessing where you are on your journey to financial freedom.
Below is a set of questions, read them carefully and rate yourself accordingly.
Do you have $1,000 for an emergency?
Do you participate and maximize your company's 401(K)/403(b) matching program?
Do you have 3-6 months of expenses stashed away in savings?
Have you met with a financial advisor in the past year?
Do you have a savings goal set?
Do you currently invest at least 15% of your income?
Is your home currently paid off?
Do you donate your time, talent, and/or treasure?