// total net worth
$367,000
$633,000 remaining to goal of $1,000,000
36.7% TO GOAL
Assets
$577,000
investments + home + cash
Liabilities
$210,000
mortgage + auto + HVAC
Investments
$147,000
brokerage + Roth + 401k
Liquid Cash
$44,000
HYSA + checking
// assets breakdown
Home Value (est.)$340,000
401(k)$62,000
Roth IRA (yours)$38,000
Roth IRA (wife)$0
Brokerage (VOO/SCHD)$47,000
HSA$4,000
529 (child)$8,000
HYSA$44,000
// liabilities breakdown
Mortgage Balance$197,000
Auto Loan (3.99%)$8,500
HVAC Loan (0%)$4,600
Other Debt$0
// monthly cash flow
Gross Income$7,500
Monthly Savings Rate~22%
DCA (VOO+SCHD)$433/mo
Financial AI Advisor
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// raise / income change
Annual raise amount ($)
% going to investments
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// market event
Market change (%)
Recovery timeline (months)
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// debt payoff early
Debt balance ($)
Interest rate (%)
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// lump sum investment
Lump sum amount ($)
Time horizon (years)
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// net worth and assets
Home Value ($)
401(k) Balance ($)
Roth IRA - Yours ($)
Roth IRA - Wife ($)
Brokerage ($)
HSA ($)
529 ($)
HYSA / Cash ($)
// liabilities and income
Mortgage Balance ($)
Auto Loan ($)
HVAC Loan ($)
Other Debt ($)
Monthly Gross Income ($)
Monthly DCA Amount ($)
Net Worth Goal ($)
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