Guide to help your customers create a structured savings system with multiple buckets for short-term needs, emergency funds, and long-term wealth building.
This guide helps your customers create a structured savings system that aligns with their financial goals by using multiple savings buckets. It provides step-by-step strategies for setting up, automating, and maintaining a multi-bucket savings system to improve financial stability and long-term wealth building.
What’s Inside:
- Savings Bucket Essentials: Learn how a multi-bucket system improves financial management.
- Bucket Categories: Understand key savings buckets like emergency, short-term, and long-term funds.
- Account Selection: Get guidance on choosing the right accounts for each savings bucket.
- Automation Setup: Learn how to automate income allocation for effortless saving.
- Savings Optimization: Discover strategies for adjusting contributions to meet financial goals.
