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Previous report: Q2 2026. Last values shown as reference.
Report header
SACS — Cashflow
Static cashflow values are inherited from the client profile.
Inflow / mo
$18,500
Outflow / mo
$11,200
Excess / mo
$7,300
Private Reserve balance (current)*
$
Target = 6 × outflow + insurance deductibles = $77,700
TCC — Retirement balances
Client 1
Schwab Roth IRA
••7711
$
Fidelity 401(k)
••4422
$
Client 2
Vanguard 403(b)
••8855
$
Schwab SEP-IRA
••0099
$
TCC — Trust
742 Magnolia Court, Atlanta, GA 30308
Zillow value (this quarter)
$