Page 19 - Power 100 Summit Booklet.pptx
P. 19

Top 5 Wealth-Building Habits Checklist





























             Calculate Net Worth                   Establish a Budget                  Automate Savings

             Set a quarterly target               Monitor your Actual                 Set up automatic
             and review quarterly                 Spending vs. Projected              transfers to investment
                                                  Spending monthly, just              accounts with emphasis
                                                  as a CFO would                      on mutual funds: enabling
                                                  scrutinize a business               compounding to

                                                                                      accelerate wealth
















                                                                          Continuous
                                   Reduce Debt
                                                                            Learning
                                Focus on eliminating                  Learn one new thing

                                debt with the highest                 about money monthly
                                interest rates first                  through select investor
                                                                      websites, magazines
                                                                      and books




                     Action: Circle the one habit you will start this week.








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