Checklist: Financial Independence, Achieving & Sustaining It

Understand what your financial independence number is, visualize the kind of lifestyle you hope to have, and plan for adjustments to be made within your needs.

Use tax-advantaged accounts to maximize savings, work to create a diverse investment portfolio, and make frequent contributions whenever possible.

Invest in dividend paying stocks, look into real estate owning and renting, and explore digital income possibilities to work towards creating a passive income.

Understand the difference between your needs vs. your wants, have a budget to ensure you do not overspend on leisure fun and activities, and regularly review your expenses to ensure you are making good choices.

Create an emergency fund, plan for future or long term healthcare, and stay on top of market trends and changes.

Review your financial plans annually, stay on top of investment trends, and become engaged in financial literacy and learn through experts.

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