Dashboard
Net Worth
$1,247,500
+4.2% this quarter
Monthly Cash Flow
+$3,850
Surplus
Savings Rate
24.1%
Above 20% target
Goal Progress
68%
3 of 4 on track
Net Worth Over Time
Asset Allocation
Monthly Cash Flow (Last 6 Months)
Goals at a Glance
Emergency Fund 100%
Retirement (Age 60) 72%
College Fund (2 kids) 45%
Business Exit ($2M) 38%
Priority Actions
HIGH Review life insurance coverage — gap identified
HIGH Increase 401(k) contribution to max
MED Update estate plan beneficiaries
LOW Research 529 plan options for kids
Radical Transparency — Every number here reflects your actual financial position.
No aspirational figures, no hidden fees. This is the truth about where you stand.