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First and last name
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What percentage rule will you be using to break down your expenses?
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How do you plan on cutting expenses to get to the 70% or 50% mark?
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Where do you want to allocate your 10% towards?
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What is the timeline to reach 40/50/10 rule?
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What steps will you take to reach this goal?
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How much do you want to live on annually from passive investments?
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How much is the total net worth that you will need to accomplish your wealth goals?
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In how many years, would you like to retire and reach financial wealth?
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What is the short fall of this goal and how will you overcome it?
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What monthly savings strategy will you be using?
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What areas do you think you can improve on?
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