Occupation: Marketing Associate
Industry: Tech
Age: 25
Location: Los Angeles, CA
Salary: ~$125,000 ($85,000 base salary, plus ~$40,000 in bonuses and equity)
Net Worth: $249,300 (personal investment accounts: $102,000, Roth IRA: $14,000, crypto/NFT investments: $8,000, HYSA: $10,000, savings: $4,000, checking: $1,800, company equity: $74,000, 401(k): $28,500, car: $25,000 minus debt)
Debt: $18,000 (car loan)
Paycheck Amount (2x/month): $1,881.54
Pronouns: She/her
Industry: Tech
Age: 25
Location: Los Angeles, CA
Salary: ~$125,000 ($85,000 base salary, plus ~$40,000 in bonuses and equity)
Net Worth: $249,300 (personal investment accounts: $102,000, Roth IRA: $14,000, crypto/NFT investments: $8,000, HYSA: $10,000, savings: $4,000, checking: $1,800, company equity: $74,000, 401(k): $28,500, car: $25,000 minus debt)
Debt: $18,000 (car loan)
Paycheck Amount (2x/month): $1,881.54
Pronouns: She/her
Monthly Expenses
Rent: $0 (I live with my parents.)
Car Payment: $405.62
Car Insurance: $230
Gym Membership: $30
Curology: $19.95
Apple: $2.99
Spotify: $9.99
Phone: $0 (I’m on my parent’s plan, but my work reimburses $50 a month, which I send to my parents.)
401(k): $250 (deducted from paycheck)
ESPP: $624 (deducted from paycheck)
Investments: $800
HYSA: ~$1,300 or what’s left after expenses
