Financial Overview

Loading snapshot date...

Net Worth
$937K

Total Assets - Total Liabilities

+10.3% vs Q3

Savings Rate (2024)
58.7%

Target: 40%

Stock Returns (2024)
59.0%

YTD Performance

FIRE Progress
37.5%

Target: $2,500,000

Net Worth Trend
Net worth growth over recent periods.
Asset Allocation (2024)
Current asset distribution.
Top Opportunities
AI-identified areas for financial improvement.

Max 401k Contribution

Goal to reach $23,000. Currently at $0.

Impact: Significant wealth building | Priority: High

Roth IRA Setup

Goal to reach $6,500. Currently at $0.

Impact: Tax-free growth potential | Priority: High

Key Risks
Potential risks to your financial plan.

Asset Concentration

High stock allocation (60.3%). Geographic concentration (37% RE in one region).

Mitigation: Diversify stocks, explore international RE.

Liquidity Ratio

Cash at 2.9% of net worth. Emergency fund covers 4.7 months.

Mitigation: Increase cash holdings or near-cash equivalents.

Next Steps
Quick actions to stay on track with your financial goals.