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1. Your current financial situation

2. Where you’d like to be

3. Clear next steps

PHASE 1

Save preliminary emergency fund

Get out of debt (besides a mortgage)

Build a 3-6 month emergency fund

PHASE 2

Make and execute your real estate plan

Create your 9 point financial plan

PHASE 3

Create your wealth portfolio

Set and achieve giving, lifestyle, and investing goals

Take control. Start where you are. Move forward.