Age 48 · Seattle, Washington
Total assets
$485K
2 linked
Unrealized P/L
+$65K
+15.5% on cost
Linked accounts
2
All linked
Goals
4
1 achieved
The last touch and what is booked next. The contact log tab has every entry.
The advisor's own notes — nothing here comes from an account.
Funding the education goal comes first. Revisit the drawdown plan once his eldest settles on a school.