DAOUST INVESTMENTSFAMILY WEALTH MISSION CONTROL
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PRIVATE FAMILY OFFICE
FAMILY NET WORTH
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DAY——

Loading verified assets and debts.

NET WORTH TRENDLoading history
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AS OF— HSTRefreshes every 60 seconds
DISPLAY ONLY · NO TRADING

Live prices & held value

Live during market hours · delayed ~1–5 min · extended prints labeled AH/PM.

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TickerLastChangeSharesMarket valueDay P/LAs of
All held ETFs——
LOSS-PREVENTION FLOOR

Safe dry powder

Closing reserve is never offered as deployable.

SAFE FOR NEXT INVESTMENT—Personal cash/CSHI + unreserved HELOC
LEVERAGE—Debt / gross assets
CRASH SURVIVAL—cash + CSHI, no SEP— with SEP last resort
Show protected breakdown
LIQUID——
REAL ESTATE——
SEP · RESTRICTED—Not spendable
CURRENT DEBT—— available to draw
MONTHLY DISTRIBUTIONS—Active positions only
FHB HELOC CLOCKS · MODELED DATE

Promo → variable countdown

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Rate-date options

RATES UP · protect cash flow

  1. Shop a new intro-rate HELOC at lender #3; pay expensive FHB slice(s), keep FHB open at $0 if possible.
  2. Lock only the drawn slice distributions cannot cover; a lock is P&I, not IO.
  3. Sweep personal cash, CSHI and distributions to principal before repricing.
  4. Stagger action; all three lines share one promo-end week.

RATES DOWN / BENIGN

  1. Stay variable only if index + margin still clears the ETF spread.
  2. Refi to a cheaper intro only if the teaser beats 5.70% after fees.
  3. Do nothing on undrawn capacity; undrawn costs $0.
— until draw-end → 20-year P&I payback · five locks permitted on drawn slices · prepay to $0 without penalty · $750 only if line closes before ~Aug 2029. No applications or lender contact.
INCOME · SNOWBALL

Distribution run rate

—gross / month

— non-retirement · — SEP

Waiting for Snowball snapshot

Calendar pending

NEXT 30 DAYS
REVIEW-ONLY WATERFALL

When this pays, do this

Calendar pending

Next payments and standing actions
You place every transfer. Nothing moved.
STATEMENT WATCH

Flagged charges

Rogue ACH, card, duplicate, new merchant, amount jump.

—Largest · —
Open flags
Nothing paid or disputed from this screen.
MULTI-PROVIDER SCREEN · REVIEW ONLY

Challengers

Better than what we hold on NAV preservation + distribution quality.

Scan in progress / no fund currently beats QQQI+SPYI on NAV + payout.
Research, not an order.