Step 02 — Locate Your Position
Starting Point Spending Plan
COMPASS ALIGNED
Total Income must equal Total Expenses + Savings for Compass Alignment.
Total Income
$240K
Total Expenses & Savings
$240K
Surplus / Deficit
$0
Monthly Surplus
$0
INCOME
AnnualTotal INCOME$240,000
SAVINGS PLAN
AnnualTotal SAVINGS PLAN$106,005
FIXED EXPENSES
AnnualTotal FIXED EXPENSES$60,000
LIFESTYLE EXPENSES
AnnualTotal LIFESTYLE EXPENSES$64,000
INVESTMENT EXPENSES
AnnualTotal INVESTMENT EXPENSES$9,995
TOTAL EXPENSES AND SAVINGS
$240,000
Income$240,000
Expenses & Savings$240,000
Surplus / Deficit$0