Good morning, Alex
Your financial world is strengthening.
Net Worth
$420,000
+$18,400 YTD
Wolvaren Score
742
Strong Foundation
+18 / 90 days
Liquid Assets
$70,000
5.0 months runway
Total Debt
$445,000
$57,000 above 10% APR
Attention
Net Worth
$420,000
+$18,400 YTD
Wolvaren Score
Strong Foundation
+18 / 90 days
- Liquidity155 / 200
- Debt Health128 / 200
- Cash Flow & Savings118 / 150
- Diversification104 / 150
- Protection58 / 100
- Goal Progress82 / 100
- Financial Readiness97 / 100
Strongest
Cash Flow & Savings
Improve
Debt Health
Asset Allocation
$865,000 total assets
- Real Estate$420K
- Investments$200K
- Business$110K
- Cash$70K
- Crypto$35K
- Other$30K
Goals
Strategic Cash Reserve
62%
$52,000 of $84,000
Eliminate Business LOC
0%
$45,000 remaining · 18 month horizon
$250K Investment Base
94%
$235,000 of $250,000
Wolvaren Intelligence
Your strongest financial improvement opportunity is currently high-interest debt. Reducing your credit card and business line of credit could improve both monthly cash flow and Debt Health.
Your World
Estate — Level 3
Your financial foundation is taking shape.
Treasury
70%
Goal Garden
Active
Forum
Strong
Citadel
Developing
Professional Access
Sarah Lee
Senior Mortgage Advisor
Northwest Home Lending
- Purpose
- Mortgage Planning
- Scope
- 5 shared items
- Expires
- 30 days
- Income Summary
- Checking
- High-Yield Savings
- Seattle Residence
- Mortgage
Account Protected
- MFA Enabled
- No Security Alerts
- 1 Active Professional
Recent Activity
Goal progress updated
Investment Base — Today
Sarah Lee viewed Seattle Residence
Today, 10:42 AM
Savings balance updated
Yesterday