LIFEFORECAST
December Check-in
📊 Portfolio Snapshot
Current Net Worth
$--
Target (2035)
$10,000,000
Progress to $10M
--%
$0
$2.5M
$5M
$7.5M
$10M
📝 Update Your Values
Cash & Taxable
Cash
Vanguard
Robinhood
Taxable Subtotal
$--
Retirement Accounts
Westborough LLC
Liquid securities only
Westborough RE
Silo'd until 59.5
$454,156
Fidelity Roth IRA
Roth 401k
Traditional 401k
HSA
Retirement Subtotal
$--
529 Education
Zoe 529
Andrew 529
529 Subtotal
$--
Alternatives (Illiquid)
Angel Investments
Transcend GP
Alternatives Subtotal
$--
Real Estate
Total RE Value
Primary + investment + syndications
Total RE Debt
Mortgages + HELOC + syndication debt
Real Estate Equity
$--