Occupation: Auditor
Industry: Government
Age: 26
Location: Austin, TX
Salary: $60,000
Net Worth: ~$210,000 (savings: $55,000, employer retirement account: $5,000, trust fund: $150,000. The trust fund is a guess — I don’t personally have access to it yet (my dad is the executor until I’m 32), I just know the amount changes frequently because it’s tied to the stock market. I get an annual payment from it that’s dependent on how my taxes shape out. This most recent payment was about $11,000 and went straight to my savings. In fact, I put everything in savings to start and withdraw money as I need it.)
Debt: $0 (very lucky to have had my parents pay for most of my education and I received my dad’s used car as a gift)
Paycheck Amount (biweekly): $1,818
Pronouns: She/her

Monthly Expenses
Rent: $1,459 for a one-bedroom apartment (includes pet rent, trash, and pest control).
Utilities: ~$145
Netflix/Hulu/Prime/Disney+: I use my parents’ accounts.
Spotify: $10.81
Phone Bill: $95.15
Health Insurance: ~$30 (includes dental).
Vision Insurance: ~$9.50
Retirement: ~$300 (required by employer).

Quarterly Expenses:
Medications: ~$50 (with insurance).
Wine Clubs: ~$200

Annual Expenses:
Car Insurance: $1,200
Renter’s Insurance: $135

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