Page 6 - Financial Recovery Workbook

Pick up the Pieces
Step 1: How Secure is Your Financial House?
(Complete Inspection – Check Y/N)
WILL
(other legal documents) RETIREMENT (401K, ROTH IRA) EMERGENCY FUND (3-6 Months) DEBT FREE (as soon as possible) Protect & Start Investing
Step 2: Find Your FFN & LIFE Number
*Use calculator at https://www.waymakerfinancial.com
+ A Financial Coach can customize your FFN & LIFE numbers to include other financial and lifestyle factors as part of a financial plan.
Yes
No
Every decision with money impacts your overall financial plan. It’s important you have a plan for each area of your financial house.
Your Financial Freedom Number (FFN)
____________________
Step 3: Get a Simple Steps Financial Plan
Protect
*Level-term Life Insurance *Will & Power of Attorney
Start Investing
*Make Money Work *Dollar Cost Averaging
www.WayMakerFinancial.com
Payoff Debt
*Avoid Costly Interest *Have Emergency Fund
Your LIFE Numbers
____________________
____________________
*Yearly Income x 10 = LIFE Number
brian@waymakerfinancial.com
https://waymakerfinancial.as.me/OnlineCoaching