Page 8 - E & I Community 1
P. 8

Wealth



                I want to ___________________________________  Save my first $1,000
                                                               Save my first $10,000
                Launch my first business                        Save my first $100,000
                Generate a big entrepreneurial idea            Prepare my finances for post-graduation
                Understand and invest in the stock market      Create a budget from my first job
                Build generational wealth                      Set earnings goals  for the next five years
                Shift to an abundance mindset about money      Create a healthy and balanced budget
                Dip my toe into cryptocurrencies               Budget for  a major purchase
                Understand collecting NFTs                     Save to buy my first home
                Save for an epic retirement                    Prepare to buy an income property
                Build a well-stocked emergency fund            Prepare finances for selling a house
                Align my finances & values                      Effectively teach my child(ren) about
                Double my personal income                      finances
                Support my new family                          Build a budget for me and my partner
                Be able to live on less than I earn            Understand how to manage my 401k as I’m
                Embrace a budget lifestyle                     changing careers
                Get out of debt forever                        Prepare my finances before getting married
                Recover from bankruptcy                        Create a budget for expecting children
                Pay off my student loans                       and/or blending families
                Save for college                               Develop a good credit score
                Start an online business                       Create multiple income streams
                Launch an online course                        Plan for an early retirement
                Open a nail salon                              Save enough for a family vacation
                Open a barbershop                              Save enough for a big trip
                Start a storefront business                    Buy a vacation home
                Open a martial arts studio                     Buy my first car
                Open a travel guide service                    Choose benefits plans and 401k plans
                Get my first clients as a therapist             Prepare my financials for an audit
                Invest in rental properties                    Manage my tax liability
                Operate an AirBNB short-term rental            Give charitably and explore what will have
                Launch my own veterinary practice              the biggest impact
                Open my own dog training service               Prepare my finances for a pending divorce
                Prepare to purchase commercial real estate     Dissolve a business partnership
                Prepare to buy a franchise                     Minimize my tax contribution
                Build a business plan for my first business     Manage finances of my aging parents
                Raise seed capital or early stage funding      Manage ongoing healthcare expenses
                Launch a crowdsourcing campaign                Organize my will and trusts
                Hire my first employees





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