Total net worth
$1,247,300
↑ 4.2% this year
As of April 2026 · Updated by your advisor
Total assets
$1,591,400
Total liabilities
-$344,100
Documents on file
12
Net worth trend
6mo
1yr
2yr
Alerts & reminders
Home insurance renews in 14 days
Will last reviewed 3+ years ago
Trust not yet established
Annual review scheduled May 14 with Meridian
Recent activity
Primary Residence updated
Apr 7, 2026
$620K
Mortgage statement added
Apr 3, 2026
PDF
401(k) balance synced
Mar 31, 2026
$76K
Need a clean snapshot for your attorney or CPA? Export a net worth statement as a PDF, ready to share.
Assets & liabilities
Primary Residence
14 Maple Ave, Austin TX · Real estate
$620,000
Rental Property
$2,400/mo · Real estate
$270,000
Chase Checking
Account ····4821 · Bank
$52,400
Marcus HYSA
4.85% APY · Bank
$35,000
Fidelity Brokerage
Stocks & ETFs · Investment
$138,000
401(k) — Fidelity
Employer match active · Investment
$76,000
Tesla Model 3
2022 · 34K miles · Vehicle
$28,000
Primary Mortgage
Chase · 6.25% fixed · Liability
-$298,000
Robert Harmon
Lead Financial Advisor · Meridian
r.harmon@meridianwm.com
(512) 555-0142
r.harmon@meridianwm.com
(512) 555-0142
Sarah Liu
Estate Attorney · Liu & Partners
s.liu@liupartners.law
(512) 555-0219
s.liu@liupartners.law
(512) 555-0219
Mark Greyson
CPA · Greyson & Associates
m.greyson@greyson-cpa.com
(512) 555-0388
m.greyson@greyson-cpa.com
(512) 555-0388
Terry Park
Property Manager · Austin PM
t.park@austinpm.com
(512) 555-0477
t.park@austinpm.com
(512) 555-0477
RH
Robert Harmon
Lead Financial Advisor · Meridian
Hi Margaret — flagging that your will hasn't been reviewed in a few years. Want to grab 15 minutes this week?
Robert · Apr 8
Yes, let's do it. Thursday afternoon works.
You · Apr 8
Perfect, I'll send an invite. I'll loop in Sarah Liu too since it touches the trust conversation.
Robert · Apr 9
Documents
Valuables & off-site storage
Home Insurance Policy 2026
PDF · 2.4 MB · Apr 2026 · Insurance
📍 Digital only — uploaded to vault
Last Will and Testament
PDF · 1.1 MB · Oct 2021 · Estate
📍 Original: Sarah Liu, Liu & Partners (attorney office)
Property Deed — Maple Ave
PDF · 3.8 MB · Jan 2019 · Real estate
📍 Original: Home safe
Mortgage Statement — March
PDF · 0.8 MB · Mar 2026 · Liability
📍 Digital only — uploaded to vault
Vehicle Title — Tesla
PDF · 0.5 MB · Aug 2022 · Vehicle
📍 Original: Home safe
LLC Operating Agreement
PDF · 3.2 MB · Jun 2022 · Business
📍 Original: Mark Greyson, Greyson & Associates (CPA office)
Revocable Trust Agreement
PDF · 1.6 MB · Not yet established · Estate
⚠ Not on file — trust not yet established
Safe Deposit Box Inventory
PDF · 0.3 MB · Feb 2025 · Valuables
📍 Original: Chase Bank, Downtown Branch
Firm settings
Firm name
Meridian Wealth Management
Brand colors
Navy · Gold
Custom domain
portal.meridianwealthmgmt.com