In this chapter you've learned 📎
- How your current life is influencing your finances and that planning ahead will provide with, not only with financial security, but also a greater sense of control and peace of mind.
- What documents you might need to protect you: healthcare directive, power of attorney, will, life insurance, income insurance, partnership and marriage agreements, prenups and postnups.
Your to-do list 📝
✔︎ Reflect: what does financial independence mean to you and is anything holding you back?
✔︎ Assess: do you see any financial risks associated with your current financial situation?
✔︎ Action: put a plan in place to develop the documents you might need to protect you in place
✔︎ Schedule: a money date with yourself and get an overview of your situation and collect your documents
What comes next?
🚀💡Congratulations! You're on the brink of completing this chapter. Take a quick quiz, and get ready for a deep dive into the fascinating world of setting up your financial plan.
Ready to test your knowledge?
Finish this lesson and get rewards🏆
Take the quizGreat job on passing the quiz! You're welcome to take it again, but the coins you earned are a one-time reward😉
Take the quiz to wrap up the lesson