"You do not determine your success by comparing yourself to others. You determine your success by comparing your accomplishments to your capabilities."

- Zig Ziglar

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During conversations with most of my clients, I realized that there is one common denominator among those that achieve financial success: they are the ones most interested in knowing how they currently stand and what they need to do next to achieve the financial goals that are important to them.

To achieve financial success, we all need to spend some time developing our financial skills, financial knowledge, and financial assets. We need to know where we stand and what we need to do next.

Use this checklist to reduce your stress & protect yourself from emergencies!

I would recommend that you revisit this checklist every 6 months to make sure you stay on track.

Let's get started! What level are you at?

1. Great Start?

2. Almost there?

3. On Track?

• DISCOVER WHERE YOU STAND

• MAKE A PLAN

• TAKE ACTION

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