MONEY MILESTONES

700 credit score

10k liquid saved in a savings account

100k+ life insurance outside of work

Contributing 5k + annually to company sponsored plan

Disability insurance through work or stand-alone policy if self-employed

Investing 5k+ annually outside of company 401k

Basic Living Will

750+ credit score

20k saved

No consumer debt

500k+ life insurance

Disability insurance + gap coverage

Contributing 10K+ annually to company sponsored plan

10k+ invested annually outside of company 401k

Basic Trust + Medical Directives

800+ credit score

50k+ saved

No consumer debt aside from mortgage

Maxed out company plan (19k+)

25k invested annually outside of 401k

1mm + life insurance

Disability + gap

Living Revocable Trust

1 alternative investment (real estate, start up, etc.)

REAL ESTATE

BUSINESS

INSURANCE & PROTECTION

PHILANTHROPY

RETIREMENT & INVESTING

DEBT

CREDIT SCORE