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Financial Milestones

Track and celebrate your major financial achievements as you build wealth.

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Why Track Financial Milestones?

Tracking financial milestones helps you:

  • Visualize your progress toward long-term goals
  • Stay motivated during your wealth-building journey
  • Recognize significant achievements along the way
  • Plan for the next steps in your financial strategy

Common Milestones

Emergency Fund

3-6 months of expenses saved

Debt-Free

All non-mortgage debt eliminated

$100K Net Worth

Major wealth milestone

Advanced Milestones

Financial Independence

Living off investment income

Real Estate Portfolio

Multiple income properties

Business Success

Thriving business venture