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Previous report: Q1 2026. Last values shown as reference.
Report header
SACS — Cashflow
Static cashflow values are inherited from the client profile.
Inflow / mo
$22,000
Outflow / mo
$14,000
Excess / mo
$8,000
Private Reserve balance (current)*
$
Target = 6 × outflow + insurance deductibles = $92,500
TCC — Retirement balances
Client 1
Schwab Roth IRA
••1102
$
Schwab Traditional IRA
••2031
$
Fidelity 401(k)
••4488
$
Client 2
Schwab Roth IRA
••5510
$
Vanguard 401(k)
••7723
$
TCC — Non-retirement balances
Schwab Brokerage
••9091
$
$
Pinnacle Checking
••0044
$
$
Pinnacle Private Reserve
••0055
$
$
TCC — Trust
1428 Elm Avenue, Atlanta, GA 30309
Zillow value (this quarter)
$
TCC — Liabilities
Tracked separately. Never subtracted from net worth.
Mortgage
· 5.88%
$
Auto Loan
· 6.49%
$