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ClientsGrace Okafor

Grace Okafor

Active

Age 35 · Chicago, Illinois

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts1 linkedLast contactSeptember 5, 2026
OverviewAssetsGoals2Documents3Contact log2

Total assets

$298K

1 linked

Unrealized P/L

-$32K

-9.7% on cost

Linked accounts

1

1 not linked or failing

Goals

2

0 achieved

Next touch

The last touch and what is booked next. The contact log tab has every entry.

Last contact
September 5, 2026
Next appointment
October 9, 2026
Check the account links
Advisor
CWClaire Whitfield
Memo

The advisor's own notes — nothing here comes from an account.

Invests for a living. Wants the paperwork handled and the records kept straight, not advice.

Profile
Sorts asOkafor Grace
Date of birthDecember 5, 1990
Age35
LocationChicago, Illinois
Emailgrace.okafor@example.com
Phone(312) 555-0191
Risk toleranceBalanced
Work
EmployerTwinleaf Capital
TitleAnalyst, Investments
Annual income$168K
Annual spending$82K
Annual surplus+$86K
Household
Size2
MakeupSpouse