Demo · Maya Calloway · Lantern Oak Realty

Finance

Goals, business, personal, giving. Real numbers or nothing. Tuesday, July 28, 2026 · Sample data for demonstration

01 Financial Goals progress to target

Cards to zero 42%

Snowball month 6 of 24, on pace

Tax reserve funded 65%

Quarterly set-aside running

Emergency fund, 3 months 30%

Builds after the debt sprint

Giving goal for the year 58%

Scales with income

02 Business revenue and pipeline

Commission this month

$14.2K

Sample figure

Escrows in process

Two past appraisal

Expected this quarter

$31K

Weighted pipeline

Avg days to close

Trailing 90 days

Revenue trend, sample

$8K

Feb

$11K

Mar

$7K

Apr

$13K

May

$12K

Jun

$14K

Jul

03 Personal expenses and debt

Monthly expenses by category, sample

Housing$4,200

Family$1,950

Insurance$1,150

Software$480

Telecom$310

Debt snowball, sample

Store cardcleared~~$1,800~~ $0

Card twocleared~~$3,400~~ $0

Card threeattacking$2,100 of $5,600

The big cardnext$21,800 of $24,500

Snowball order: small balances first for momentum, then the big one.

04 Giving first fruits

Tithe this month

$1,420

10% of net

Given year to date

$9,800

Sample figure

Share of net income

10%

Fixed, first fruits

Fixed conviction. The tithe is a conviction, not a line item to trim. It scales with actual earnings.