The core Financial Snapshot has a total of six categories to evaluate. We reviewed what it would look like if you were to be consistent across all categories, but this scenario will not work for most of society. You may be further on in one category while lagging in another. In order to determine where you are at, looking at each category specifically based on your level of current proficiency will help reveal which needs the most focus. Knowing how you rate on the retirement savings side of the equation will be the next step of the process. This will then be the sixth and final step in the process. Retirement is arguably one of the most important aspects of the financial snapshot. It looks at how you will be able to provide for you and your spouse after you are no longer able to work or no longer want to work. It also prepares you to leave a legacy for your loved ones.