Let’s start with the important thing.  Here is a simple break-down for where our family’s net worth today.

Cash & Equivalents :

  • Checking – $21,000
  • Saving – $12,700
  • Credit Card – 6,400 
    • Total – $27,300

Investment Accounts

  • 401K – $65,600
  • IRA 1 – $35,800
  • IRA 2 – $5,600
  • Lending Club – $14,800
    • Total – $121,900

Real Estate

  • Primary Residence – $460,000
  • Mortgage – $380,000
    • Total – $80,000

Tech Startup

  • My equity – $4,160,000
  • Tax liability – $990,080 
    • Total – $3,169,920

$3,399,120

As we are soon to experience a liquidity event for the tech startup, I’m including the equity here in the post.  This will allow me to diversify my holdings as clearly a large percentage of my net worth is currently tied up in the company.  This liquidity event pending is one of the main reasons I started this blog.  It will be informative to track a variety of investments I make over-time as the opportunities arise outside of the startup.