Occupation: Senior Attorney
Industry: Start-up
Age: 35
Location: Portland, OR
Salary: $250,000
Net Worth: $404,000 ($100,000 in 401(k), $130,000 home equity [$375,000 value – $245,000 mortgage], $9,000 in HSA, $145,000 in stocks & ETFs/mutual funds, $20,000 emergency fund)
Debt: $245,000 mortgage
Paycheck Amount (biweekly): $5,500
Pronouns: She/her
Industry: Start-up
Age: 35
Location: Portland, OR
Salary: $250,000
Net Worth: $404,000 ($100,000 in 401(k), $130,000 home equity [$375,000 value – $245,000 mortgage], $9,000 in HSA, $145,000 in stocks & ETFs/mutual funds, $20,000 emergency fund)
Debt: $245,000 mortgage
Paycheck Amount (biweekly): $5,500
Pronouns: She/her
Monthly Expenses
Mortgage: $1,460
Utilities: $100
HOA: $350
DirecTV: $35
Hulu/Spotify: $10
Car Insurance: $450 (every six months)
Gym Membership: $25
WSJ: $8
Charities: $1,000 ($500 goes to the church, $500 goes to various non-profits)
Annual Expenses:
Amex Platinum: $695
