Your Path to Financial Success

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Phase 1: Foundation: Track & Budget

→ Track daily expenses and income
→ Create personalized budgets
→ Set savings goals
→ Visualize spending patterns

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Phase 2: Growth: Investment Goals

→ Define investment objectives
→ Risk tolerance assessment
→ Investment goal setting
→ Portfolio planning basics

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Phase 3: Future: Retirement Planning

→ Employer 401(k) optimization
→ Traditional IRA planning
→ Roth IRA strategies
→ Retirement calculator tools