Are you on track? 8 Key Financial Ratios for High Earners in the Bay Area

As a financial planner, I’ve had dozens of conversations with mid-career folks from the Bay Area and other expensive cities about their money. The people I talk to are typically high income earners – tech employees, self-employed business owners, and successful professionals.

If that’s you – then you earn a good living and your finances are stable, but you have a common question on your mind:

Am I doing everything I need to do to secure my financial future?

To help answer that, I’ve come up with a shortlist of 8 key financial ratios and their ideal targets to help you assess your financial health across three areas: 

1.     How well am I using my income?

2.     Am I on track with my savings?

3.     How well am I managing my risk?

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