Wealth
Optimization
Calculator.
Everyone uses money in these five categories. The question is how well are you managing yours. beGIN BY FILLING OUT THE BOXES BELOW:
See how your five uses compare with the average of our clients who are on track with their goals.
Take the results from your Five Uses, and match them to the percentages below.
Giving: 5% Taxes: 23% Debt: 9% Savings: 20% Spending: 43%
Your uses should match your goals, not some else’s.
The truth is that most people have goals for their money. The problem is, their money isn’t being used in the best way to reach those goals. At Greenrock our goal is to help you know where your money goes so you can create clarity that uncovers opportunity. If your Five Uses numbers don’t match up to these you’re not alone. We’d love to talk with you assess where you’re at and see what’s possible. Let’s talk.
Ready to find out more?
let’s talk.
We’ll talk more about what you are looking for and see if you’re in a position totake the next step.