I’ve spent a fair chunk of this week reviewing my personal financial goals, and setting my focus for the year.

 

sarah riegelhuth's personal financial plan

While I was doing it, I thought perhaps you might be interested in learning EXACTLY what I’m doing with my own money.

Rebecca (who’s my WE Financial Coach – we all have one around here!) and I recently made a couple of changes to my investment portfolios (I’m slowly moving everything into ethical funds), and I’ve also set up a new margin loan.

We practice what we preach

 

As you probably know, every Gladiator at WE is also a member, and one of our core values is: Get Rich Slow (practice what you preach, slow and steady, values led).

 

As the co-founder of WE, it’s always been important to me that not a single strategy or product is ever recommended to a member if it isn’t currently (or hasn’t previously been) used by myself, Finn or one of the team.



I’m fastidious about this.

 

I promised myself when I began as a Financial Coach, I’d never be the landscape gardener with the sh*tty garden. Or the builder with an unfinished house. Or whatever random analogy you can come up with for someone who advises and/or sells something to others but neglects, or worse, does something completely different for themselves.

So, where am I at personally?

 

Although I started with a bunch of smaller financial goals, I’m now working toward one main goal: my financial freedom number.


This is the number that represents the investible wealth I’ll need to generate a passive income stream that’ll mean I only ever work for pleasure.

 

Personally, I have no interest in retiring.

 

I LOVE to work. And I love the fact that I already get to work on something I’m incredibly passionate about everyday.

 

I want to ensure I can continue to do this into my future, and maintain the lifestyle I love. Basically… travel, outdoor adventure, snowsports, yoga, eating plants, my EO membership and the odd party or extravagance here and there.

 

I love and appreciate that I’m now in a financial position where I can cover off my shorter term goals. Now I can focus on the bigger picture of my financial future.

Calculate your personal financial freedom number

If you’re interested in determining what your financial freedom number is, we’ve created a nifty little calculator here (it’s just a guide but gives you a reasonable idea).

financial freedom number calculator

Or… if you just want to sticky beak into my personal financial plan, now you can!

Drop us your name and email address below for instant access!

Sarah Riegelhuth's Personal Financial Plan

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Sarah, CEO

 


 

Disclaimer: all information contained within this article is of a general nature. Do not rely upon it when making financial decisions. Please consult a professional financial advisor or planner (like us!) before acting.