Finding Financial Independence
There is no one-size-fits-all definition for the term “financial independence”. In fact, you won’t even find the term in the Merriam-Webster Dictionary. This ambiguity allows for individuals to define the term for themselves. Some may associate financial independence with goals like being on track for retirement or having a sufficient emergency fund while others may see independence as being debt-free, earning enough money to pay your bills and support a loved one, or leaving a financial legacy that is reflective of your values.
- Defining True Wealth: Helps you clarify what is most important to you to provide an effective framework for creating plans and making important life decisions.
- Designing Your Financial Legacy: Helps you consider what is most important to you and how these values can be reflected in your financial legacy.
- Financial Satisfaction Survey: Helps you think about and assess how satisfied you are with many aspects of your financial life.
- My Ideal Week in Retirement: Helps you visualize how you will invest your time in retirement in a way that is meaningful and purposeful to you.
- Visualize Your Future: Helps you clarify your values and priorities and begin to identify your life goals.