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ClientsVictor Salas

Victor Salas

In proposal

Age 54 · Austin, Texas

AdvisorPetra LindqvistRisk toleranceGrowthLinked accounts1 linkedLast contactSeptember 9, 2026
OverviewAssetsGoals2Documents3Contact log2

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

Needs
What life requires
1
Ring-fence working capitalBehind
April 1, 2025 〜 March 31, 2029
x
36%$54K / $150K

Managed separately from personal assets.

Wants
Worth working toward
1
Refit the storeOn track
April 1, 2025 〜 September 30, 2028
x
45%$36K / $80K

Sized without assuming any grant comes through.