Financial Freedom Milestone Assessment.

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.

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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?