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ClientsGrace Okafor

Grace Okafor

Active

Age 35 · Chicago, Illinois

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts1 linkedLast contactSeptember 5, 2026
OverviewAssetsGoals2Documents3Contact log2

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

Needs
What life requires
1
Retirement incomeOn track
June 1, 2019 〜 December 31, 2055
x
43%$298K / $700K

Projected across both of them.

Wants
Worth working toward
1
Buy a houseOn track
January 1, 2022 〜 March 31, 2029
x
55%$110K / $200K

A $200,000 down payment on an older place in the city.