icon DASHBOARD
PRESENT PLANNING
iconAssets - Balance Sheet
Value Debt Net
Vehicles $4,000 $20,000 $-16,000
Real Estate $1,181,000 $612,306 $568,694
Liquid Assets $84,589 $9,500 $75,089
Total $1,269,589 $641,806 $627,783
 
icon Cash Flow - Profit & Loss icon Interest Rate Leverage
Spendable Income $17,307 Invest ROI % $6.81%
Expenses $8,914 Debt Blended % 4.27%
Net Monthly $-10,407 Net % Leverage 2.54%
icon RE & Bus. Profit & Loss Total Assets $1,269,589
Investment RE -1,493 Total Liabilities $641,806
Business Net Assets $627,783
THP Synergy Score (0-4) THP Synergy Score (0-4) medal
 
Cash Flow - Profit & Loss Your Ranking
Prodigious$1,073,034 Average$536,517 Below$268,259 Average$627,783
FUTURE PLANNING
iconRetirement Planning iconEmergency Funds
Retirement Age 75 Present Balance $30,000
Liquid Ret. Assets $5,328,592 3 Month Need $26,742
Liquid Asset Income $22,201 Emergency Days 104
Fixed Income $4,035 iconDebt Free Age
RE Income $-1,493 Consumer Debt 36,5
Tot. Retirement Inc. $24,743 Vehicle Debt 31,1
Surplus/Shortage $15,829 Residence Debt 54,0
 
icon Life & Disability Insurance Decisions Mapped
devis john
Coverage $0 $0 $ Manager Balanced
Expires at Age
Income $0 $0 Transfers Setup
Monthly Disability $3,500 $0
 
FUTURE: "Millionnaire Next Door" Scale Projected Ranking
Prodigious$3,115,260 Average$1,557,630 Below$778,815 Prodigious$16,081,372