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ClientsPriya Raman

Priya Raman

Active

Age 38 · Atlanta, Georgia

AdvisorSimone VasquezRisk toleranceAggressiveLinked accounts3 linkedLast contactAugust 29, 2026
OverviewAssetsGoals3Documents4Contact log2

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

Needs
What life requires
1
Child's educationOn track
April 1, 2024 〜 March 31, 2040
x
32%$48K / $150K

Sized to cover medical school if it comes to that.

Wants
Worth working toward
1
Opening her own practiceOn track
April 1, 2023 〜 March 31, 2035
x
42%$210K / $500K

Targets $500,000 of her own capital; borrowing considered separately.

Wishes
Someday, if it goes well
1
A second homeBehind
January 1, 2025 〜 December 31, 2040
x
21%$62K / $300K

Lowest priority; revisited after the practice opens.