Today we will talk about tracking your progress on your net worth, savings, and other financial goals. Where do you put it all?

Action Steps:

  • Write a check for something you want today. Feel fabulous about it.
  • Find some tracking system/s that fit your way of life. You need to track your: 1) Net Worth, 2) Emergency Fund, 3) Banking, 4) Investments 5) Insurance Accounts 6) Retirement Accounts.
  • If you want more information about our online portal, please make an appointment with Albert and I at 408-607-7493 or by email we would be happy to help.

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