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Level Up Your Finances: Level Eight

Level 8 - You have written down your financial goals, and you know how much you need to save for how long to reach them.

Why it Matters

Remember in Level 1 where you got clear on what you wanted your money to do for you? Now that we’ve tackled debt, emergency savings, and retirement, we can think about how your can help you enjoy what you are most passionate about. This could be saving for a down payment, a big trip, a child’s education, a house, a sabbatical. Writing it down and being clear on what amount you are saving at what frequency can help you stay on track to realize your goals.