Wealth Management
NET WORTH · ASSET ALLOCATION · GROWTH
Total Net Worth
$157.5K
+$22.1K YoY (est.)
Total Assets
$187,000
Total Liabilities
$29,500
Debt-to-Asset
15.8%
Brokerage (live)
$100,000
Assets
$
$100,000
$
$
$
$
$
Total Assets$187,000
Liabilities
$
$
$
$
$
Total Liabilities$29,500
Asset Allocation
Cash
13.4%Brokerage
53.5%401(k)
24.1%IRA
6.4%Other
2.7%Milestones
$10K
Achieved$50K
Achieved$100K
Achieved$250K
$500K
$1M
Net Worth Statement
| Category | Item | Amount |
|---|---|---|
| Assets | Cash / Savings | $25,000 |
| Assets | Brokerage Account | $100,000 |
| Assets | 401(k) | $45,000 |
| Assets | IRA | $12,000 |
| Assets | Other Assets | $5,000 |
| Liabilities | Student Loans | −$18,000 |
| Liabilities | Car Loans | −$8,000 |
| Liabilities | Credit Card Debt | −$3,500 |
| Net Worth | $157,500 | |