| Assets | Value |
|---|---|
| Client Family Trust · brokerage | $3,420,000 |
| Primary residence | $2,100,000 |
| ABC, LLC equity | $1,500,000 |
| Client A · Solo 401(k) | $860,000 |
| 529 Plans | $150,000 |
| Total assets | $8,030,000 |
| Net worth | $6,650,000 |
| Liabilities | Value |
|---|---|
| Primary residence mortgage · 5.25% | ($1,250,000) |
| Student loans · 5.50% | ($100,000) |
| Auto loan · 6.90% | ($30,000) |
| Total liabilities | ($1,380,000) |