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ClientsDaniel Reyes

Daniel Reyes

Active

Age 48 · Seattle, Washington

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts2 linkedLast contactSeptember 8, 2026
OverviewAssetsGoals4Documents4Contact log3

Read in from the planning system. Not editable from the CRM.

Needs
What life requires
2
College fund (eldest)On track
April 1, 2020 〜 March 31, 2029
x
70%$56K / $80K

Assumes four years of private tuition plus half of living costs.

Retirement incomeOn track
June 1, 2018 〜 April 30, 2043
x
52%$310K / $600K

Enough to add $1,500 a month on top of social security at 65.

Wants
Worth working toward
1
Pay down the mortgage earlyBehind
January 1, 2022 〜 December 31, 2032
x
35%$42K / $120K

Priority rises if rates do.

Wishes
Someday, if it goes well
1
Family trip abroadAchieved
January 1, 2024 〜 August 31, 2026
x
100%$15K / $15K

Taken in summer 2026. The next one waits for his eldest to graduate.