The 5 Must Do’s for Financial Independence

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1. Pay yourself 1st! 

• It’s not what you make… it’s what you keep!

• Keep 10% of your Gross Income for Yourself.

• It will become about your Income not your Lump Sum.

 

   2. Build an Emergency Fund!

• From the 10% build a $5,000 emergency fund then work towards 6 months of emergency funds.

 

   3. Get out of Debt!

• A Budget is the Basic Financial Fundamental for all Financial Planning! Create a Budget!

• Without using your 10%... Start by paying off your smallest balance owed working to the largest. 

• Be Persistent!

 

   4. Invest Wisely!

• Make your Home a Profitable Investment.

• Pay off your mortgage!

 

   5. Point of Choice!

• When is your Independence Day?

• Give Back… Build a Legacy. 

 

Contact Heritage Wealth Management for help with your plan!