Progress to FI

How close your investable assets are to your FI number.

Definition

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.

Example

$500,000 invested against a $1.25M FI number is 40% progress to FI.

Related terms

FI Number
The nest egg you need to live off investments — roughly 25× your annual expenses.
Financial Independence
Having enough invested that working for money becomes optional.

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Educational disclaimer. Everything on WealthSerene.com is educational and is not investment advice. Projections and calculations are illustrative; actual results depend on market conditions, your situation and factors outside this tool’s scope. For a decision specific to your situation, consult a qualified financial professional. View full disclosures

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