Financial Command Center

Executive Command Center

One screen for liquidity, retirement longevity, investment access, cash flow, and the next financial action.

ACTION REQUIRED

SFC Financial Assistant

Ask a plain-English question about the financial data and saved plan currently used by SFC. Current assistant answers are generated from SFC calculated data and rules.

Financial Health

53/100

53

The plan has a material liquidity, cash-flow, or longevity concern.

Longevity
35
Liquidity
100
Cash Reserve
40
Cash Flow
53
Lock Exposure
20

Next Best Action

Review investment lock periods

ACTION REQUIRED

The forecast shows a future cash-access gap before all expenses can be funded.

Review impact / test decision →
Amount$10,371
DateSep 2041
Retirement StatusAge 86
Total Funds$1,944,120All active account balances — counted onceMoney Available Today$638,120Accessible portion of total fundsLocked Investments$1,306,00067% of financial assetsMoney Lasts UntilAge 86Current forecast horizonMonthly Income$7,767Current forecast monthMonthly Expenses$12,204Budget $11,760 · Tax reserve $444Discretionary $1,500 · 13% of budgetMonthly Surplus / Gap-$4,437Income less planned expensesTotal Funds at New-Home Purchase$1,876,160Purchase month Aug 2027Investment portfolio $370,000Liquidity Coverage61.8 moEssential-expense coverage

Portfolio Access

Liquid vs. Locked

Investments
33%accessible
Available today$638,120
Locked$1,306,000
Protected cash$50,000
Excess cash$0

Alerts

What Needs Attention

Open Alerts →
Retirement horizon shortfall

The current forecast does not reach the full target age.

Future cash-access gap

First projected gap: Sep 2041.

Cash reserve below target

$29,880 needed to restore the reserve.

Next 12 Months

Financial Assets

Full forecast
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Today$1,944,120
12-Month End$1,881,889
Full Forecast End-$4,599

Maturity Calendar

Upcoming Unlocks

Maturity center
Dec 2026

CD FNBC matured: 456000.00

Aug 2027

Savings CITI matured: 0.00

CITI Money Market matured: 558057.34

Investment 6 matured: 150000.00

Retairment matured: 220000.00

Retairment matured: 110000.00

Aug 2028

Savings CITI renewal matured: 0.00

Aug 2029

Savings CITI renewal renewal matured: 0.00

Aug 2030

Savings CITI renewal renewal renewal matured: 0.00