Slow Saver

It'll take time but it'll be worth it

Annual Income $

Total Cash $




Stage 1

Emergency Fund

Life is unpredictable and we should pull from this first instead of charging it to a credit card.

$0
$1,000

Credit Card

These are the highest drain on your funds and the most expensive debt to have which is why we prioritize paying them off first.


Stage 2

Savings

Now let's create some financial security. Building up a nest egg will protect any future problems of job loss from causing you to stray from the plan.

$0
$10,000

Retirement

With immediate financial security covered, let's make sure you're secure at old age. Just because you're retired doesn't mean the bills stop.

401k / IRA

$0

per month


Stage 3

Personal Loan

After credit cards these are the second highest interest rate loans so clean these up first.

Auto Loan

Knock these out. Your goal should be to save and buy all future cars in cash and never need to see an auto loan again.

Student Loan

If you have one of these it could be your largest balance other than a mortgage. Start chipping away at this because no bankrupcy can save you from this debt.


Stage 4

Mortgage

Paying off a mortgage is a guaranteed profit because for every dollar you pay extra you'll save on interest. And it will bring you closing to financial freedom.

Investment

You've made it to the end game. Use a no-fee broker like Vanguard to regularly invest in growth mutual funds.

Growth

Suggest: VIGAX

60%

$0

per month

Small Cap Growth

Suggest: VSGAX

20%

$0

per month

International

Suggest: VTIAX

20%

$0

per month



Slow Saver | It'll take time but it'll be worth it