Age 43 · Boulder, Colorado
Total assets
$197K
1 linked
Unrealized P/L
+$12K
+6.5% on cost
Linked accounts
1
1 not linked or failing
Goals
3
1 achieved
The last touch and what is booked next. The contact log tab has every entry.
The advisor's own notes — nothing here comes from an account.
Income swings a lot, so contributions are reviewed once a year. Clearing the link error comes first.