Dollars and Diagrams

Allocating Your Liquid Net Worth


You probably have a multitude of accounts with various account balances.

A starting point to allocating your net worth…

✅ Keep 6 months of expenses in cash. For example, if your monthly expenses are $5,000/month, you might allocate $30,000 towards emergency funds

✅ Keep 5 years’ worth of portfolio income in fixed income investments.  For example, if you need $1,000/month from your portfolio, you might allocate $60,000 towards fixed income.

✅ The balance of your portfolio could be invested for long-term growth.



Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


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