I have three financial goals for 2007:
1. Keep investment income to salary ratio >0.8.
2. Increase savings to salary ratio by 1.5.
3. Decrease debt to salary ratio by 0.1.
Here is my plan for 2007, broken down by month.
While I have given myself the whole year to complete the goals, I like to get a good jump on them early in the year. Therefore, I have front loaded completion of some of my 2007 action steps (e.g. mortgage principal payment, IRA and College Savings Plan contributions) into January.
New items will be added (in green) as needed. Also, as items are completed, I will signify with a strikeout. I will also include the month completed, if it is different from the original plan.
This is not financial advice. Please consult a professional advisor.
Copyright © 2007 Achievement Catalyst, LLC