2021 Goals

Financial Goals-

• Fully fund my Roth IRA ($6,000), 401K ($19,500) and HSA ($3,600) accounts.
• Make after tax contribution to 401K of at least $5000
• Max out my company ESPP contributions (8% of salary). REDUCED GOAL
• Set aside at least $1,000 total to allocate to my taxable brokerage and housing down payment fund per month.
• Increase my total net worth to $395,000 by 12/31/2021.
• Hold at least $350,000 in invested assets (should not include cash) by 12/31/2021.
• Hold dividend taxable brokerage account balance of at least $115,000 by 12/31/2021 (Can include uninvested cash held in account).
• Receive $1,800 in total dividend income.
• Allocate $200 per month to a new car fund.
• Pay off the last of my student loans.

Health/Spirituality Goals-

• Maintain a 3-4x week gym schedule.
• Donate at least $75 per month to church or reputable charitable organization.
• Document at least 100 days of morning pages.

Learning/Development Goals-

• Start a book club
• Read 30 books this year
• Create a completed series of paintings/drawings for a collection

Travel Goals-

• Allocate at least $100 per month to my travel fund.
• Take a least 1 domestic trips/international trips and 1 weekend/road trips.
• Take a solo trip.

I’m grateful for what I have been able to accomplish thus far but I am absolutely looking forward to making great strides towards financial freedom in 2021!

Thanks for reading.

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