🏡
The Vega Family
Net Worth
Overview
📊Dashboard
💎Net Worth
💰Cash Flow
My Data
📋My Ledger
💳Monthly Expenses
Analysis
🎖Benefits and Protection
📈Planning and Strategy
💡Tax Opportunities
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📚Educational tool only. Figures shown are illustrative calculations to help you understand your financial picture and prepare questions for your licensed financial professional, CPA, or VSO. Nothing here constitutes financial, tax, legal, or investment advice.
Total Assets
$1,687,450
Everything you own
Total Liabilities
$1,265,314
Everything you owe
Net Worth
$422,136
Assets minus liabilities
VA Benefit (20yr PV)
$524,160
Illustrative - verify with VSO
Assets
183 N Random Bailey$500,000
Mortgage: $474,345Equity: $25,655P&I: $3,252/mo
1250-60 Nelson Lakewood$700,000
Mortgage: $224,969Equity: $475,031P&I: $866/mo
55 W Crosscut$485,000
Mortgage: $407,000Equity: $78,000P&I: $2,002/mo
Cash and Savings
Liquid savings and checking$2,450
Retirement Accounts
Other Assets
TOTAL ASSETS$1,687,450
Liabilities
Mortgages
183 N Random Bailey
$474,345
1250-60 Nelson Lakewood
$224,969
55 W Crosscut
$407,000
Debts and Loans
Second Loan
8.3% APR
$159,000
TOTAL LIABILITIES$1,265,314
NET WORTH$422,136
$1,687,450 assets minus $1,265,314 liabilities
Questions for your CFP
At our age and income, what net worth target should we be working toward?
How does our debt-to-asset ratio compare to healthy benchmarks?
What is the most tax-efficient way to build our next $100,000 in net worth?
How does our VA disability benefit factor into our overall wealth picture?
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