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James Carter · 34
◉ San Francisco, USA
▤ Software Engineer · pre-IPO startup
$ Income $185k / year
Area of interest
Equity compTax planningRetirement
GoalA second opinion on my finances, and to set up a trust for my family.
Balance sheetNet worth $618k
$ Assets
$740k
$ Income
$185k/yr
$ Debt
$122k
Assets
$Cash$40k
$Investments$320k
$Company equity$360k
Liabilities
$Student loan$98k
$Credit card$24k
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High-intent · actively looking for an advisor