On today’s episode, we discuss how to track your financial progress. Many SLPs are used to tracking client progress towards accomplishing goals, but they fail to do the same in their own financial lives. We talk about 5 specific metrics to measure your advancement towards achieving your financial goals.
These metrics are…
- Your Net Worth
- Private Practice Valuation
- Savings Rate
- Investment Rate of Return
- Marginal Tax Rate
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If you have any questions about tools or software to track these metrics, please reach out to our team and set up an introductory consultation by clicking the Start Here button below.