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ClientsJulian Frost

Julian Frost

Active

Age 43 · Boulder, Colorado

AdvisorOwen MarshRisk toleranceGrowthLinked accounts1 linkedLast contactSeptember 10, 2026
OverviewAssetsGoals3Documents3Contact log2

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

Needs
What life requires
1
Emergency fundAchieved
April 1, 2021 〜 March 31, 2026
x
100%$40K / $40K

Holds a year of expenses in cash against lean months.

Wants
Worth working toward
1
Replace the camera packageOn track
January 1, 2025 〜 December 31, 2027
x
56%$28K / $50K

Saved against a three-year replacement cycle.

Wishes
Someday, if it goes well
1
A long-term base abroadBehind
January 1, 2025 〜 December 31, 2036
x
13%$19K / $150K

A goal reassessed each year on whether it is still realistic.