Welcome back, Jordan.
jordan.whitfield@demo.meetreign.com
TOTAL NET WORTH
$303,800
FI AGE
64
THREE THINGS NEED YOU TODAY
Automate a 1%/year 401(k) escalation
Ranked first of 3 open actions
PROJECTED CASH FLOW · NEXT 30 DAYS
You end the period at $31,934, staying positive throughout.
LOWEST POINT
$27,350
PLAN
VIEW FULL PLAN →3 open actions
Check refinance or recast options on the mortgage
23% APR · costing $85 a month
Grow your cash cushion toward 6 months of expenses
23% APR · costing $85 a month
FINANCIAL HEALTH
46
of 100
CONCERNINGSAFETY NET
$27,350
3.1 months
$27,350 against $8,866 a month in needs.
YOUR OUTLOOK
VIEW FULL OUTLOOK →Two incomes, real progress — with one costly lever to pull
MONTHLY GAP
-$2,775
Automate a 1%/year 401(k) escalation
Both incomes are already capturing an employer match, but bumping each contribution 1% a year (starting at your next raises) closes a meaningful chunk of your gap to your target retirement age without changing take-home pay today.
Every $100 a month trimmed pulls your FI date in by about 2 months.
From your Outlook · Oct 8, 2026 · ranked against 2 other open actions · using 60 days of transactions
ACCOUNTS
MANAGE ACCOUNTS →LIQUID
$27,400
RETIREMENT
$145,000
INVESTMENTS
$68,000
DEBT
$356,600