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Sonya’s Investment Strategy

Save and Invest

 

Plan Your Investment Strategy

Using Sonya’s investment strategy below (or another) as an example, complete your own online, or download a PDF. List the investment options you are going to learn more about and weigh them against your wealth-creation goals, time frame and risk tolerance.

web pdf

Complete your own online


Learn how the other people of Building Wealth planned their investment strategies.


Sonya’s Investment Strategy

1.
Talk with a financial planner about saving for my son’s college.

2.
Talk with a benefits representative about maximizing my retirement plan.


Back to Chapter 3

From Chapter 3: Save and Invest