Age 57 · Evanston, Illinois
Total assets
$741K
2 linked
Unrealized P/L
+$31K
+4.4% on cost
Linked accounts
2
All linked
Goals
3
0 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.
Plans to cut the foreign-currency weight over the seven years to retirement. Meets twice a year.