My Financial Current State and Future Plan

I tallied up my current assets, and I have:

 

Screen Shot 2015-11-07 at 4.15.25 PM

 

Screen Shot 2015-11-07 at 4.33.14 PM

 

Screen Shot 2015-11-07 at 4.36.59 PM

Screen Shot 2015-11-07 at 4.35.58 PM

 

$163,552 + $67,172 + $3769 USD = $234,493  USD ($312,004 CAD)
$11,519 + $1,970 = $13,489 CAD

Current total: $325,493 CAD ($244,630 USD)

Wow!

If I were to invest it all in index funds and get 5% returns, then my monthly income would be $1,356 CAD

That’s pretty good!

Except I won’t invest all of it in index funds. I guess I need to finish the rest of Tony Robbin’s book to know how to allocate my funds.

I know that I need to have $840K for Financial Independence ($50K passive income each year) and $3MM total for Financial Vitality ($150K passive income each year)

I have $325K saved up. By the end of this year I hope to have earned $40K more, reaching $365K. So I just need $475K more to reach Financial Independence. 

I make about $200K per year on one successful product, so if I can have 3 or 4 of these, I’ll be able to do it in 1~2 years.

Cushion, Sport-Brella, Umbrella or towels, and maybe Period Panties.

Also, if I can reach 0.08% returns on investment, then I only need $1.88MM to reach $150K annual passive income (Financial Vitality)!

If I can do $600K per year, then in 3~4 years I can reach Financial Vitality.

So I aim for when I’m 40, I’d have Financial Vitality.

If I can reach 0.08% returns on investment on $4.4MM then I get $350K annual passive income (Financial Freedom)!

It seems attainable!

If I can do $1MM a year from age 40, then by age 45 I’ll have Financial Freedom.

I will need to double my product offerings, diversify my income streams.