
Section 3 - Annual Financial Checkup Worksheets (PDF)
Foundations Set. It’s Time to Build Wealth.
Now that you understand your goals and have built a solid financial foundation, it’s time to focus on building your financial wealth and independence.
Everyone’s journey is unique, shaped by their own life, specific goals, and varying risk tolerance levels. There is no universal order for the steps in this section. What matters is ensuring consistent progress.
Section 3 - Annual Financial Checkup Worksheets (PDF)
Foundations Set. It’s Time to Build Wealth.
Now that you understand your goals and have built a solid financial foundation, it’s time to focus on building your financial wealth and independence.
Everyone’s journey is unique, shaped by their own life, specific goals, and varying risk tolerance levels. There is no universal order for the steps in this section. What matters is ensuring consistent progress.