Thanks for taking the time to check the condition of your financial house.
I’ve rated the condition of your house asFAIR.
However, I don’t want you to get too caught up in the numbers and here’s why.
As with most things that start off new–including your house, they wear down over time if not maintained or repaired.
My recommendation is that you take full advantage of some of the tools I mentioned during the quiz to bring your house to“good” or“excellent” condition.
Letting any of the key areas above remain in their current state, can be very detrimental to your plans for financial independence…
Cash flow is the liveblood of any economic unit. You need a good system to organize your spending, saving and investing.
Investment positioning is about investing at your speed. If you don’t find the right speed you will likely underperform average asset class returns. This means you will need more time to reach your financial goals.
Tax strategy is about legally lowering your liability. If you constantly pay more than your fair share and don’t optimize, your money is not working as hard for you as you are for it.
Estate planning is about protecting your wealth so it can grow. Without the proper tools in place, you may impact your life as well as the lives of those you love and care about.
Here’s what I recommend…
Download my most recent case study about a family I helped to “repair” all 4 areas of their financial house.
In it, you’ll discover some very specific strategies on how you can keep your financial house in excellent condition. 😉