Net Worth
- Personal
- Business
- Real Estate
This is what you have – the total value of your assets.
Cash Flow
- Income
- Tax Rate
- Debt Rate
- Savings Rate
- Burn Rate
- Distribution Rate
How much money is coming in and how much money is going out?
Life
- Family Benchmark
- Risk Tolerance
- Insurance Coverage
- Estate Plan
How much money is coming in and how much money is going out?
Success Probability %
The likelihood of you being okay when all is said and done.