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Financial Efficiency, Self Analysis

Written by Caleb Guilliams | Jan 14, 2025 12:17:27 AM

Six Questions to Assess Your Financial Efficiency: If you answer no or unsure to one of these, there's an opportunity for you to be more efficient.

  1.  Do you have in writing what you really want out of life?
  2.  Do you have a tax strategy?
  3.  Do you have a strategy to optimize debt and credit score?
  4.  Do you track your consumption?
  5.  Do we have an investment audit?
  6.  Do we have a plan to maximize future cash flow?

And these are like the six questions that it's like, if you answer no or unsure, really lean in. That's my encouragement: lean in and see if you can work on one of these things.