Welcome To Your Dashboard!

This is a glimpse of what your personalized Client Dashboard could look like. The dashboard below represents a fictional client scenario and financial data. All figures and projections are for demonstration purposes only and should not be interpreted as guarantees or accurate forecasts. Many features are currently disabled, as full functionality is accessible only to active ConCap Advisory clients.

Ready to take charge of your financial future? Schedule your Free Consultation today and let’s explore how ConCap® can help you reach your goals with clarity and confidence.

In the meantime, Click Start Tour below to explore the layout and possibilities!

Welcome to the ConCap Advisory Client Dashboard Tour

There’s no way to sugarcoat it—this dashboard is a powerhouse. The depth of data and insights available to you as a client is truly remarkable. This tour may take several minutes, simply because there’s so much to explore. Feel free to skim now if you're short on time, but we highly recommend coming back for a deeper dive when you can.


For the best experience, view this on a desktop, laptop, or tablet. If you're currently on a mobile phone, consider switching to a larger screen later—the visuals are stunning and deserve the space to shine.


This dashboard isn’t just beautiful—it’s interactive. You’ll be clicking, sliding, and watching data update in real time as you move through the experience. Take your time, explore at your own pace, and enjoy how it all comes together.


Thanks again for being a valued client of ConCap Advisory. Ready to begin?


Your Key Stats

Here's a clear snapshot of your financial health through key metrics like total net worth and current asset allocation. It also tracks monthly trends in net worth and highlights your current progress compared to your net worth target, helping you stay informed, in control, and confident in your financial journey.
Current Net WorthAssets minus Liabilities

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Last updated June 2025.
Next update will be September 2025.
Total Reserves (years)How long can you survive without an income?

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Adjust your monthly expenses below to explore
Net Worth Growth Since Joining ConCapUpdated Quarterly

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This is the total your net worth has grown since working with us
Estimated Retirement DateWhen you're expected to enjoy early retirement

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Based on your financial plan, this is when you're forecasted to hit your net worth goal
Current CashIncludes checking, savings, and HSAs

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Ideally this should be 3-6 months of your monthly expenses
Liquid AssetsIncludes current cash and investments

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Vital for covering emergencies, grabbing opportunities, and staying financially flexible.
Asset AllocationYour money across different asset classes
Percent To Goal
See how close you are to your Goal.
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$2,100,000
Trivia Corner

    Your Net Worth Chart

    Visualize your financial future with our interactive retirement chart, a powerful tool that combines your historical net worth with forecasted projections to help you plan with confidence. With real-time updates and intuitive visuals, this chart empowers smarter decisions and deeper insights into your retirement readiness—all in one seamless experience.
    Switch your device to landscape mode to view your Net Worth chart
    ☰What If?

    Data Table

    The chart above is based on the data presented in the table below. Since all accounts are updated on a quarterly basis, the figures in the table accurately represent quarterly values.

    Will My Retirement Savings Last?

    To analyze if your savings will last through retirement, we use a Monte Carlo Retirement Simulator to plan for financial uncertainty by modeling up to hundreds of possible market scenarios. Just enter your savings, withdrawal rate, and retirement length to see dynamic charts and outcome summaries that reveal the likelihood of your portfolio lasting through retirement. (The initial savings is defaulted to your current net worth.) With real-time updates and clear visual feedback, it’s a powerful tool for understanding risk and making smarter long-term decisions.
    Switch your device to landscape mode to view your Retirement Savings Analysis chart.
    ☰What If?

    Access to this section is limited to active clients of ConCap Advisory.

    If you're not currently a client, click here set up your Free Consultation and explore how we can work together to achieve your financial goals.