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Progress to financial independence expresses your current investable assets as a percentage of your FI number. It turns a distant goal into a running score you can watch climb as you save and your investments compound.
$500,000 invested against a $1.25M FI number is 40% progress to FI.
Educational disclaimer: All content on WealthSerene.com is for educational purposes only and does not constitute investment advice. Projections and calculations are illustrative — actual results will vary based on market conditions, your specific situation, and many factors outside this tool’s scope. Always consult a qualified financial professional for advice specific to your situation. View full disclosures →