Blacknave · BN-FIN-003
Net Worth + FIRE Planner
Total assets
Total liabilities
Net worth
Cash & savingsBank accounts, emergency fund
InvestmentsStocks, ETFs, mutual funds, crypto
Retirement accounts401k, IRA, pension, RRSP, Super
PropertyMarket value of real estate
Other assetsVehicles, business equity, collectibles
MortgageOutstanding home loan balance
Car loansOutstanding vehicle finance
Student loansEducation debt outstanding
Credit cardsTotal outstanding balance
Other debtPersonal loans, BNPL, other

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FIRE number
Your target portfolio
Years to FIRE
From today
Coast FIRE
Needed now to coast to FIRE
Current portfolio
Cash + investments + retirement
Progress to FIRE 0%
Lean FIRE ×20 · 5% SWR
Standard ×25 · 4% SWR
Fat FIRE ×33 · 3% SWR

Lean = frugal minimalism. Standard = maintain current lifestyle. Fat = comfortable with buffer.

Current age
Target FIRE age
Annual spendingWhat you spend per year (all in)
Monthly savingsAmount you invest each month

SWR = safe withdrawal rate. 4% is the Trinity study benchmark. Lower = more conservative. Return and inflation are used in real-return calculations.

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AI

Fill in your net worth and FIRE numbers first. Then get a concise 4-section brief: where you actually stand, your FIRE timeline, the biggest lever you can pull, and one thing to do this month.

AI · Financial brief
Net worth snapshotTotal assets, liabilities, net worth
FIRE profileAge, target age, annual spend, savings rate
FIRE progressFIRE number, years remaining, Coast FIRE
History trendNet worth change over time (if snapshots saved)

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