Wealth Creation Cockpit

Your personal financial command center - Track net worth, investments, and progress toward financial freedom

Net Worth
$595,000
Total assets minus liabilities
Investment Portfolio
$150,000
Total investment value
23.3%
FI Progress
$1,500,000
Financial Independence target
15 yrs
Years to FI
2041
Projected FI date

Assets

Total Assets$935,000

Liabilities

Total Liabilities$340,000
Net Worth$595,000
Assets ($935,000) - Liabilities ($340,000)

Asset Distribution

Cash & Savings$25,000 (2.7%)
Investment Accounts$150,000 (16.0%)
Retirement Accounts$200,000 (21.4%)
Real Estate$450,000 (48.1%)
Business Equity$100,000 (10.7%)
Other Assets$10,000 (1.1%)