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Business Owner |
I track my Cashflow
I have 6 - 12 months income saved
My Income covers my expenses
My Income from My Assets cover My Expenses
Not Covered |
Covers Basic Needs |
Covers Needs & Wants
About the taxes you pay?
Not Concerned |
I have reviewed past returns for missing deductions
I use Tax Planning Strategies
My financial team discusses Tax Strategies with each other
I have planned for paying Taxes on my Assets at death
Line of Credit
Consumer Debt(Car,Art, Boat etc)
An ongoing Credit Card Balance
My overall Debts have
Stayed the Same
Live with others
No Savings |
6 -12 Months Savings |
My Assets Cover 1-10 Years Expenses|
My Assets Cover 10+ Years Expenses
No Retirement saving |
Inadequate savings due to |
Understanding financial gaps and opportunities.
With your Financial MRI
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You are at the first stage of wealth - .
This is the beginning of wealth building. Here, the emphasis is placed on clearly identifying and understanding your financial habits while beginning to learn the finacial habits of highly effective wealth builders
Typical Charecterstic of stabilty mode.
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