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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

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

Talk with a benefits representative about maximizing my retirement plan.

Back to Chapter 3

From Chapter 3: Save and Invest