Cash Flow Analysis

23 Point Plan to Align Your Money with Your Values

Section 1: Foundational Breakthrough

How confidently do you stick to a personal/business budget? *

How effective has your budgeting and expense tracking been in the past? *

What is the probability of you saving a minimum of 15% of your monthly paycheck? *

Do you feel like you are currently maximizing your tax deductions? *

How familiar are you with the financial requirements necessary to sustain your business or family in the event you become incapacitated? *

Section 2: Opportunity Analysis

How well-prepared are you to tackle inflation during your retirement? *

How well does your current savings plan prepare you for significant life events (college education, wedding, house, etc)? *

How confident are you in your emergency fund's adequacy in mitigating unexpected financial setbacks during retirement? *

How ready are you with reserved funds in case a cash flow opportunity arises? *

Section 3: Legacy Preservation

To what extent have you outlined a clear belief and mission statement for your family/business regarding how you want your estate to be managed? *

How much have you been involved in giving to charitable causes as part of preserving your legacy? *

How proactive are you in adapting your legacy plan to changes in family dynamics or financial circumstances? *

How satisfied are you with the level of insurance coverage you have for your retirement plan, such as life insurance and disability insurance? *

To what extent does your current plan maximize tax deductions for your beneficiaries? *

How well do you understand the concept of generational wealth and its significance in long-term financial planning? *

Rate your current financial discipline and saving habits in terms of building generational wealth. *

How well-prepared do you feel to pass on financial knowledge and assets to the next generation for their long-term financial security and success? *

Section 4: Passive Income

How well do you understand strategies to generate passive income and your ability to tap into those? *

Rate your understanding of how to leverage real estate for passive income. *

How much do your investments contribute to generating passive income? *

How important do you feel diversification is in passive income portfolios? *

Can you describe a scenario where passive income played a significant role in financial independence? *

How close do you feel you are to reaching your financial goal if you are currently receiving passive income? *

Your Cash Flow Analysis Score

YOUR SCORE IS

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