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ClientsRosa Klein

Rosa Klein

Active

Age 57 · Evanston, Illinois

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts2 linkedLast contactSeptember 1, 2026
OverviewAssetsGoals3Documents4Contact log2

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

Needs
What life requires
1
Retirement incomeOn track
April 1, 2015 〜 October 31, 2033
x
82%$741K / $900K

Twenty-five years past retirement, drawing no more than 4% a year.

Wants
Worth working toward
1
Renovate the houseOn track
April 1, 2023 〜 March 31, 2030
x
64%$64K / $100K

Assumed to happen before she retires.

Wishes
Someday, if it goes well
1
Help the children buy homesBehind
April 1, 2024 〜 March 31, 2036
x
26%$52K / $200K

For both of them, reviewed yearly within the gift exclusion.