Alex Morgan

Intelligence

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Your Financial Brief

Your financial foundation remains strong with a Wolvaren Score of 742.

Your largest current improvement opportunity is Debt Health, driven primarily by $57,000 of debt above 10% APR.

Your $250K Investment Base is 94% complete, while your Strategic Cash Reserve is 62% funded.

Based on

Debt Health

$57,000 above 10% APR

Business LOC + Credit Card

Goal Closest to Completion

$250K Investment Base

94% · $15,000 remaining

Financial Concentration

Seattle Residence

49% of total assets

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