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Last updated by heyfinfam
Corporate Finance Executive in Los Angeles on 1.5 Million
Age: 34 | Occupation: Executive Director | Spouse: Husband (Corporate Finance Professional)
A Week In Los Angeles, CA, On A Joint $1,500,000 Income
Space Summary
Assets (8)
$3.4m
Real Estate:
76%Retirement:
12%Cash:
12%Debt (9)
-$900k
Installment:
89%Other:
11%Income
Active:
100%Expenses
Essential:
95%Discretionary:
5%Net worth
$2.5m
Total assets minus liabilities
Gains
'26-'27, estimated
Losses
'26-'27, estimated
Credit utilization
0%
Credit used vs available
Minimum runway
9 months
Based on expense estimate
Created
A | Author's Job | Job | $0 | $499k | |
H | Husband's Job | Job | $0 | $997k | |
A | Primary Home | USA Real Estate | $1,200,000 | $0 | |
A | Primary Mortgage | Fixed-Rate Mortgage | -$800,000 | $0 | |
A | Rental Property | USA Real Estate | $800,000 | $0 | |
H | Student Loans | Fixed-Payment Debt | -$100,000 | $0 | |
A | Savings Account (Liquid) | Bank Account | $323,000 | $0 | |
A | Retirement Accounts | Retirement Account | $323,000 | $23.4k | |
A | Vehicle Lease 1 | Vehicle | $0 | $0 | |
A | Vehicle Lease 2 | Vehicle | $0 | $0 | |
A | Life Insurance | Recurring Expense | $0 | -$1.5k | |
A | Car Insurance | Recurring Expense | $0 | -$300 | |
A | Jewelry Insurance | Recurring Expense | $0 | -$104 | |
A | Health Insurance | Recurring Expense | $0 | -$3k | |
A | Housekeeper, Gardener, & Pool Guy | Recurring Expense | $0 | -$10.4k | |
A | Husband's Student Loan Payment | Recurring Expense | $0 | -$11.6k | |
A | Cable, Cell Phone, Solar Water, Gas, & Netflix | Recurring Expense | $0 | -$10k | |
A | Car Leases | Recurring Expense | $0 | -$18k | |
A | Life, Car, & Jewelry Insurance | Recurring Expense | $0 | -$23k | |
A | Wine Club Shipments, Dry Cleaning, Groceries, Kid Expenses, & Subscriptions | Recurring Expense | $0 | -$17.4k | |
A | Private School (Monthly Equivalent) | Recurring Expense | $0 | -$30k | |
A | Travel (Monthly Equivalent) | Recurring Expense | $0 | -$30k | |
A | Shopping Allowance (Monthly Equivalent) | Recurring Expense | $0 | -$10k | |
A | Charity Allowance (Monthly Equivalent) | Recurring Expense | $0 | -$12.5k | |
A | Tax Allowance (Monthly Equivalent) | Recurring Expense | $0 | -$15k | |
A | Dining Out | Recurring Expense | $0 | -$39k | |
A | Miscellaneous | Recurring Expense | $0 | -$586k | |
A | Coffee & Drinks | Recurring Expense | $0 | -$840 | |
A | Housing | Recurring Expense | $0 | -$8k | |
A | Personal Care | Recurring Expense | $0 | -$139k | |
A | Transportation | Recurring Expense | $0 | -$22k | |
A | Groceries | Recurring Expense | $0 | -$1.4k | |
A | Entertainment | Recurring Expense | $0 | -$46.6k | |
| Total | $2,546,000 | $483k |
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