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ILLUSTRATIVE EXAMPLE

How much house can we afford?

See the home price, cash reserve, and monthly cost that fit the rest of the plan. The accounts, amounts, and answer below are fictional.

LSAMPLE ANSWERILLUSTRATIVE

THE SHORT ANSWER

I’d choose 15% down, not 20%. You’d keep $48,000 after closing, or six months of your $8,000 spending. Putting another $35,000 into the house leaves just $13,000 in cash. Keep the all-in housing payment within $4,800 a month to preserve your retirement contributions.

KEY NUMBERS

Home price$700,000
Down payment$105,000
Cash after closing$48,000

WHAT MATTERS

  • Putting 20% down lowers the payment but leaves too little cash for repairs or a job interruption.
  • Property taxes, insurance, and maintenance add more to the monthly cost than the mortgage quote alone shows.
  • The purchase works without changing retirement contributions, but it reduces room for another large expense in the next two years.

POSSIBLE NEXT STEPS

  • Set a $4,800 ceiling for mortgage, taxes, insurance, and homeowners association fees combined.
  • Keep at least $45,000 outside the down payment and closing budget.
  • Run the same plan with childcare or parental leave included if either is likely soon.
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