Freya Ingram's net worth is down 11% in 30 days

Freya Ingram · Mass Affluent · 40-49 · Nashville, TN · Advisor Sam Kowalczyk

Why it fired

From $784,663 to $695,748, a change of -$88,915 across accounts linked for the whole period.

Rule: Net worth down 10% over 30 days or 15% over 90 days, on accounts linked for the whole window.

Net worth

Evidence (6)

Reported balance
Nov 26, 2025 · Ascensus 401(k)
$503,516
Reported balance
Nov 26, 2025 · Your Firm brokerage account
$298,022
Reported balance
Nov 26, 2025 · Merrill IRA account
$264,615
Reported balance
Dec 31, 2025 · Ascensus 401(k)
$461,014
Reported balance
Dec 31, 2025 · Your Firm brokerage account
$274,835
Reported balance
Dec 31, 2025 · Merrill IRA account
$241,852

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Make a reassurance call and review the plan

“Freya, I know the last few weeks have been bumpy for your accounts. I wanted to check in, walk through what happened, and make sure the plan still feels right.”

A prompt for a conversation, not financial advice.

Status: Sent to CRM · Payload delivered to the demo CRM preview.

Done. Nothing left to do here.

View profile

Debt Payoff
Freya Ingram paid off their auto loan
14h agoNew$4,925
$4,925
Retirement Gap
Freya Ingram is on pace to miss about $533 of employer match this year
Nov 7Sent to CRM$533
$533
Income Change
Freya Ingram has a new recurring deposit of $5,650 from Board fees: regional bank
Aug 5Sent to CRM$67.8K
$67.8K
Convertible Held Away
Freya Ingram linked a new Merrill IRA account with $270.2K
Sep 15Dismissed$270.2K
$270.2K
Net Worth Spike
Freya Ingram's net worth is up 23% in 90 days
Jul 16Reviewed$100.4K
$100.4K

From $784,663 to $695,748, a change of -$88,915 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Freya Ingram

From $784,663 to $695,748, a change of -$88,915 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Freya Ingram