Current Position
RAT RACE
Money Traps, Active Labor & Month-to-Month Overhead
MONEY TRAPSLocked & Subservient Capital
Gov't Plans(401k, IRA, 529)
1.
$
2.
$
3.
$
Wall St.(Stocks, MF's, ETF's)
1.
$
2.
$
3.
$
Banks(Chk, Sav, MMkt)
1.
$
2.
$
3.
$
Equity(Biz, Homes)
1.
$
2.
$
3.
$
Active Income Sources
1.
$
2.
$
3.
$
4.
$
Active Income
$/mo
Monthly Expenses
$/mo
Housing, cars, kids, lifestyle, debt service
Target State
FINANCIAL FREEDOM
Cash Flow Assets, Passive Streams & Strategic Elimination
Assets
1.
$
2.
$
3.
$
4.
$
Total Asset Value:$0
Passive Income
1.
$
2.
$
3.
$
4.
$
Total Passive / Mo:$0/mo
Cash FlowPassive Income vs Expenses
$/ month
Passive Income:$0/mo
Monthly Expenses:$0/mo
Freedom Status:Enter expenses
Annual Tax Bill
$/yr
Taxes are typically the single largest wealth leak in the rat race.
Debts
1.
$
2.
$
3.
$
4.
$
5.
$
Total Debt Balance:$0
