Breakdown - The Investor Mindset

1. Basic Living Expenses

Email(Required)

What are your absolute necessities in terms of month-to-month bills?

Now Break Down Your Essential Living Expenses below, we'll auto calculate it below into your annual amount.

a. Rent/Mortgage

b. Car/Transportation

i. Lease/Finance payments

ii. Insurance payments

c. Health Insurance

d. Food/Household

e. Utilities/Phone

f. Credit Cards/Student Loans/Personal Loans

g. Other (Costs Not Covered Above That Are Essential)

TOTAL:

Hidden

12

Your Annual Basics Total

2. Lifestyle Flexibility

Rank these lifestyle areas in order of most to least important, with 1 being the most important and 8 being the least

a. Travel

b. Family

c. Hobbies

d. Culture

e. Philanthropy

f. Business

g. Mental Wellness

h. Physical Wellness

Now, break down how much it will take monthly to make each of those things happen:

Travel

Family

Hobbies

Culture

Philanthropy

Business

Mental Wellness

Physical Wellness

Your Monthly Flexibility Total

Your Annual Flexibility Total

3. Long Term Lifestyle Goals

What are the lifestyle goals you’re after - annual & 1 off expenses

a. Upgrades (house, care, workspace, etc.)

b. Aspirational (working or not working, regular travel, no time constraints, freedom to fail)

4. Outline your Life Goals by Year

Hidden

Your Number Is

Hidden

Your Monthly Number Is

1. THE BREAKDOWN

NYN Planner Part 2

1. Basic Living Expenses

2. Lifestyle Flexibility

3. Long Term Lifestyle Goals