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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