Advisor Dashboard
Alerts & Notifications
Potential Plan Adjustment:
Alex is considering purchasing a home valued at $545,000 instead of $500,000 and aims to buy sooner than originally planned. Review cash flow impact and potential adjustments to savings or investment allocations.
Dining & Travel:
Increased spending due to recent Cabo trip, though overall budget remains unaffected.
Status:
On track to meet the quarterly savings target.
Dining Out:
Recommends saving $100/month on dining out to enhance long-term savings contributions.
Meeting Preps
Review Alex’s potential home purchase change and assess impact on cash flow.
Discuss potential adjustments to the retirement plan to fully meet the $2 million goal.
Explore discretionary budget adjustments post-home purchase
Investment Overview
$187,000
+2%
Name | Invested Amount | % of Total Assets | Trend |
|---|---|---|---|
Company Stock | $92,000 | 49% | 4.2% |
Cash Savings | $25,000 | 13% | 3% |
Stocks and ETFs | $30,000 | 16% | 2.5% |
Bonds | $10,000 | 5% | 0% |
Roth IRA | $10,000 | 5% | 0.8% |
401(k) | $20,000 | 11% | 1.5% |
Car Purchase
$30,000
Home Purchase
$109,000
Retirement
$2 Million
Financial Snapshot
$187,000
+2%
Current Monthly Budget Breakdown
$7,500
Future Monthly Budget Breakdown
$7,500
Current Essentials
$3,300
Current Travel & Lifestyle
$1,250
Current Savings & Investments
$1,500
Future Essentials
$4,714
Future Travel & Lifestyle
$675
Future Savings & Investments
$1,500