Financial Snapshot

Your complete financial picture in four steps. Income after taxes, monthly obligations, and a 30-year wealth trajectory — all chained together so each step feeds the next.

Where this fits

💸 Budgeting & Cash Flow Cash Flow Founders Households

This tool lives inside Cash Flow and is most useful for founders and households.

401(k) Limit 2024$23,000(+$7,500 catch-up 50+)

Roth IRA Limit$7,000(MAGI phase-out applies)

S&P 500 Avg Return~10%/yr(nominal, historical)

Income

Tax

Obligations

Wealth

Step 1 — Income

Tell us how you earn. We'll compute your net income and effective hourly rate.

Work Type

Gross Annual Income

Annual Business Expenses

Hours / Week

Weeks Worked / Year

Net Income

$90,164

SE Tax

$14,836

Effective Hourly

$47/hr

1,920 hrs/yr

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