• Trust CRM
CRM
  • Dashboard
  • Clients
  • Deals
  • Activities
  • Reports
Workspace
  • Mail
  • Calendar
System
  • Settings
  • Changelog
UI
  • Feedback
  • Localization
  • Form
  • Sidebar form
Components
  • Actions
  • Tabs
  • Inputs
  • Pickers
  • Date & time
ClientsErin Sadler

Erin Sadler

Active

Age 41 · Portland, Oregon

AdvisorClaire WhitfieldRisk toleranceGrowthLinked accounts2 linkedLast contactSeptember 11, 2026
OverviewAssetsGoals3Documents4Contact log2

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

Needs
What life requires
1
Retirement incomeOn track
April 1, 2017 〜 September 30, 2050
x
57%$460K / $800K

Assumes both keep contributing until 60.

Wants
Worth working toward
1
Trade up the houseOn track
January 1, 2023 〜 March 31, 2031
x
50%$125K / $250K

Targets a $250,000 down payment, excluding any gain on the sale.

Wishes
Someday, if it goes well
1
Retire earlyBehind
January 1, 2023 〜 December 31, 2045
x
38%$460K / $1.2M

An option at 55, reassessed every year.