Worksheets & Resources
Step 1: Defining Financial Independence & Financial Freedom
Step 2: Identify Your Current Money Mindset & Begin Instilling a Positive Mindset & Better Habits
Step 3: Define & Map Out Your Goals
Step 4: Complete a Money Assessment
Step 5: Do an Expense Review
Step 6: Identify Your Budgeting Tools
Step 7: Understand & Calculate Your Financial Independence Number
Step 8: Determine Your Flexible FI Scenarios & Targets
Step 9: Map Out An Income Growth Plan
Step 10: Identify Tools & Ongoing Practice
*Bonus Interview Lessons
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KerryAnn Created a Million Dollar Business & Retired Early (67:32)
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How Takiia Went From 6 Figures in Debt to a 6 Figure Net Worth (60:54)
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Damien Peters Walked Away From his Lucrative Tech Career to Live a Life of Freedom & Flexibility with his Family Abroad in Spain (52:34)
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Shang, of Save My Cents, Shares How An Abundance Mindset Helped Her Achieve Financial Independence by Age 31. (60:53)
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Single Mom & Certified Educator in Personal Finance (CEPF®) & Health Saving Account (HSA) expert, Jackie Cummings Koski, Discusses How She Built a 6-figure HSA Portfolio. (78:07)
Bonus: Links for Debt Payment Planning and Retirement Accounts
