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James Whitman & Sarah Whitman
James Whitman, age 54 · Sarah Whitman, age 51
Cashflow basics
Monthly inflow$22,000
Monthly outflow$14,000
Excess / month$8,000
Trust
Address1428 Elm Avenue, Atlanta, GA 30309
Zillow value$985,000
Insurance deductibles
Home$2,500
Auto$1,000
Health$5,000
Total$8,500
Recent reports
- Q1 2026Mar 15, 2026
Accounts
Retirement
| Label | Owner | Last 4 |
|---|---|---|
| Schwab Roth IRA | Client 1 | 1102 |
| Schwab Roth IRA | Client 2 | 5510 |
| Vanguard 401(k) | Client 2 | 7723 |
| Schwab Traditional IRA | Client 1 | 2031 |
| Fidelity 401(k) | Client 1 | 4488 |
Non-retirement
| Label | Owner | Last 4 |
|---|---|---|
| Schwab Brokerage | Joint | 9091 |
| Pinnacle Checking | Joint | 0044 |
| Pinnacle Private Reserve | Joint | 0055 |
Liabilities
| Label | Owner | Last 4 | Rate |
|---|---|---|---|
| Mortgage | Joint | — | 5.88% |
| Auto Loan | Client 1 | — | 6.49% |