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💰 Giles Family Finances

$5.5M
Liquid Net Worth
$15.2M
Grand Target
36%
Progress
✅
Financially Independent

We're already financially independent — everything from here is about growing generational wealth for Henry and Pippa. The portfolio grows on autopilot while Jonathan works at Microsoft.

🎯 Goal Progress

Retirement
$200K/yr at 4%
$5.5M / $5M
✅
University (×2)
2032–2038
Funded
✅
First Homes (×2)
2041–2045
Funded
✅
Legacy (×2)
2050 · if >$15M
$5.5M / $15.2M
⏳

📋 Session Notes

2026