Phases of Financial Independence™

When modeling your investments for achieving financial independence, we look at your journey as having 4 distinct phases. Each phase has its own sub-phases as well. Each phase is named after the goal you are working toward achieving. So, you might say, I am working on Phase 1… which is working toward having achieved minimal financial independence. Or, I am in phase 3 working toward safe financial independence. Or, I am working toward leaving a legacy (phase 4). Phase 1: Minimal Financial Independence In Phase 1, Minimal Financial Independence, you are working toward having the absolute minimum you’d need to … Read more