Copy of Finances
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ABCDE
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Balances
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Assets: $ -
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Debts: $ -
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Net Worth: $ -
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Retirement: $ -
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Taxable investments: $ -
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Cash: $ -
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Cash Flow
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Net Cash Flow (12 mo avg):
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Expenses (12 mo avg):
$ -
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FI
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Portfolio size needed at 3.5% SWR: $ -
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Progress to FI:
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$250k NW:
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$500k NW:
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$1 million NW:
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