Financial Margin

Financial Snapshot: How to calculate your overall score?


Listen Later

The core Financial Snapshot has a total of six categories to evaluate. Now that we have reviewed all six of these categories, it will be important to know what to do with this information. Figuring out how you rate in each category will show you which one(s) that need the most focus. The six categories were the Plan to Spend or Budget, Income, Expense, Saving, Giving, and finally Retirement. Once you have an indicator on how you’re actually doing versus how you feel you are doing, you’ll be equipped with a starting point to focus in on.
...more
View all episodesView all episodes
Download on the App Store

Financial MarginBy Jared Humphries

  • 5
  • 5
  • 5
  • 5
  • 5

5

7 ratings