WHICH AREA OF FINANCE SHOULD YOU FOCUS ON? WHICH AREA OF FINANCE SHOULD YOU FOCUS ON?

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Which Area of Finance Should You Focus On?

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Generating more income

Closely tracking my expenses

Building a savings account

Making increased investments

Which of the following are you most interested in achieving by the end of the year?

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How much I’m making

How much I’m spending

How much I’m saving

How much I’m investing

When I think of my finances, the area I’m most concerned about is:

Created a secondary source of income

Reduced/eliminated my debt

Built 3-6 months worth of an emergency fund

Increased/started an investment account

By the end of the year, I would feel happiest if I:

Increasing your net worth to equal 2x your annual salary

Becoming entirely debt-free

Saving up for a large purchase (like a wedding, home, or car)

Investing through 401(k)s, IRAs, or other accounts in order to retire comfortably

What is your long-term goal with your finances?

INCOME!

RETAKE QUIZ

Look into creating another stream of income, whether it’s starting a side hustle, asking for a raise, or taking on another job.

Your financial focus for the rest of the year is....

RETAKE QUIZ

Expenses/Debt!

Find ways to reduce your expenses and debt, such as setting budgets for yourself each month or setting aside money to tackle your debt.

RETAKE QUIZ

SAVINGS!

Ensure you have an emergency fund that covers at least 3-months worth of expenses in case of a financial emergency. If you already have one, focus on increasing your current savings account for the long-term.

Your financial focus for the rest of the year is....

RETAKE QUIZ

INVESTING!

Set aside money each month for investing! Make sure you’re setting yourself up for the long-term, you have a diverse portfolio, and that your investment strategy is part of a sound financial plan.

Your financial focus for the rest of the year is....