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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C0201 | 76 | Retired | 23,386 | Single | 0 | 394 | 29,002 | 2,080 | 4 | 191,309 | Estate Planning | 7 | 991,541 | 2 | 5 | 9 | 7 | In-Person | Monthly | 2025-05-01 | 36 | budgeting;savings strategies;long-term care | treasury bonds;money market;CDs | 4 |
C0202 | 36 | Unemployed | 1,385 | Single | 0 | 369 | 3,915 | 500 | 4 | 1,934 | Retirement | 28 | 47,897 | 2 | 7 | 10 | 5 | Email | Biannual | 2024-12-29 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C0203 | 65 | Retired | 71,223 | Married | 2 | 450 | 72,843 | 6,354 | 4 | 410,051 | Healthcare | 10 | 136,268 | 5 | 7 | 6 | 6 | In-Person | Biannual | 2024-10-30 | 32 | budgeting;savings strategies;tax strategies;college funding | index funds;blue-chip stocks;corporate bonds | 3 |
C0204 | 21 | Student | 12,528 | Married | 0 | 377 | 17,320 | 1,184 | 1 | 1,980 | Travel | 5 | 15,794 | 8 | 5 | 2 | 8 | Chat | Annual | 2025-06-12 | 40 | budgeting;savings strategies;risk management | growth stocks;sector ETFs;crypto assets | 4 |
C0205 | 32 | Unemployed | 1,473 | Married | 1 | 318 | 1,856 | 500 | 4 | 3,079 | Home Purchase | 1 | 5,932 | 2 | 6 | 8 | 5 | In-Person | Biannual | 2025-02-11 | 37 | mortgage options;down payment;budgeting;savings strategies;emergency fund | treasury bonds;money market;CDs;high-yield savings | 2 |
C0206 | 31 | Unemployed | 2,075 | Divorced | 0 | 341 | 7,663 | 500 | 4 | 1,643 | Home Purchase | 1 | 12,906 | 4 | 8 | 8 | 5 | Email | Quarterly | 2024-09-03 | 32 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 2 |
C0207 | 45 | Unemployed | 1,178 | Single | 0 | 346 | 5,119 | 500 | 4 | 4,019 | Home Purchase | 7 | 4,958 | 2 | 6 | 9 | 5 | App | Annual | 2025-08-07 | 29 | mortgage options;down payment;budgeting;savings strategies;estate planning | treasury bonds;money market;CDs;high-yield savings | 2 |
C0208 | 73 | Retired | 24,714 | Married | 0 | 388 | 10,787 | 2,867 | 2 | 151,775 | Emergency Fund | 2 | 12,950 | 5 | 6 | 6 | 3 | App | Biannual | 2025-10-17 | 24 | budgeting;savings strategies;medicare;investment allocation | index funds;blue-chip stocks;corporate bonds | 2 |
C0209 | 41 | Salaried | 218,255 | Married | 2 | 460 | 296,286 | 20,565 | 2 | 269,208 | Home Purchase | 3 | 1,187,730 | 8 | 10 | 3 | 4 | Phone | Annual | 2024-07-20 | 28 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C0210 | 25 | Student | 16,797 | Divorced | 1 | 350 | 18,902 | 1,505 | 1 | 4,874 | Home Purchase | 5 | 111,334 | 8 | 7 | 2 | 7 | In-Person | Quarterly | 2024-12-25 | 49 | mortgage options;down payment;budgeting;savings strategies;charitable giving | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C0211 | 34 | Unemployed | 2,763 | Single | 2 | 354 | 7,523 | 500 | 2 | 3,081 | Home Purchase | 2 | 17,013 | 6 | 5 | 4 | 5 | Email | Quarterly | 2024-12-19 | 29 | mortgage options;down payment;budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C0212 | 23 | Salaried | 31,598 | Divorced | 0 | 396 | 55,829 | 2,540 | 2 | 7,514 | Travel | 1 | 9,363 | 6 | 4 | 4 | 6 | Email | Monthly | 2025-11-27 | 34 | budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds | 4 |
C0213 | 21 | Student | 5,330 | Single | 1 | 335 | 5,215 | 500 | 2 | 4,402 | Education | 4 | 108,018 | 7 | 6 | 5 | 6 | Email | Quarterly | 2025-09-22 | 33 | education savings;529 plans;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;529 plan | 2 |
C0214 | 32 | Salaried | 68,951 | Married | 1 | 431 | 130,189 | 6,538 | 3 | 45,002 | Retirement | 31 | 2,686,243 | 5 | 8 | 6 | 4 | Email | Annual | 2025-11-12 | 25 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C0215 | 51 | Salaried | 108,807 | Married | 0 | 457 | 40,546 | 6,716 | 5 | 169,645 | Retirement | 19 | 3,726,859 | 4 | 10 | 6 | 4 | App | Annual | 2025-02-24 | 29 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C0216 | 83 | Retired | 50,009 | Divorced | 1 | 389 | 71,078 | 3,787 | 7 | 335,300 | Estate Planning | 7 | 1,638,461 | 1 | 9 | 10 | 5 | In-Person | Quarterly | 2025-11-23 | 34 | tax optimization;estate planning;charitable giving;insurance review;business succession | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C0217 | 37 | Self-Employed | 296,231 | Married | 1 | 474 | 361,107 | 20,538 | 2 | 437,433 | Home Purchase | 3 | 1,706,355 | 9 | 9 | 2 | 7 | In-Person | Quarterly | 2025-06-09 | 48 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C0218 | 65 | Salaried | 258,438 | Single | 0 | 443 | 94,295 | 16,006 | 4 | 1,079,317 | Healthcare | 10 | 101,178 | 6 | 8 | 4 | 6 | Chat | Quarterly | 2024-10-28 | 43 | tax optimization;estate planning;charitable giving;medicare;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C0219 | 39 | Self-Employed | 58,002 | Married | 1 | 413 | 147,551 | 5,515 | 1 | 77,843 | Education | 4 | 173,465 | 8 | 9 | 3 | 5 | In-Person | Quarterly | 2025-10-15 | 31 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C0220 | 31 | Salaried | 197,905 | Married | 0 | 485 | 273,248 | 11,622 | 3 | 122,196 | Emergency Fund | 1 | 190,104 | 7 | 9 | 4 | 4 | App | Annual | 2025-06-20 | 35 | tax optimization;estate planning;retirement income;medicare | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C0221 | 69 | Retired | 51,723 | Married | 0 | 431 | 58,637 | 4,783 | 5 | 289,353 | Estate Planning | 5 | 433,182 | 2 | 10 | 9 | 3 | In-Person | Ad-hoc | 2024-12-08 | 25 | tax optimization;estate planning;insurance review | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C0222 | 33 | Self-Employed | 220,401 | Single | 0 | 457 | 501,303 | 11,653 | 2 | 240,598 | Debt Reduction | 1 | 354,348 | 8 | 8 | 2 | 6 | Chat | Quarterly | 2025-05-02 | 40 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C0223 | 70 | Retired | 21,088 | Married | 1 | 414 | 10,805 | 2,194 | 4 | 160,189 | Retirement | 1 | 203,734 | 2 | 7 | 8 | 6 | Email | Annual | 2024-10-01 | 46 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C0224 | 47 | Self-Employed | 223,580 | Single | 0 | 479 | 602,728 | 9,638 | 2 | 753,194 | Retirement | 19 | 7,076,714 | 9 | 9 | 3 | 7 | App | Annual | 2024-09-30 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C0225 | 62 | Retired | 58,162 | Single | 0 | 407 | 34,344 | 4,651 | 6 | 223,312 | Healthcare | 7 | 234,964 | 2 | 8 | 10 | 4 | Email | Quarterly | 2024-12-08 | 28 | tax optimization;estate planning;tax-efficient investing;long-term care;retirement income | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C0226 | 53 | Salaried | 48,462 | Divorced | 0 | 475 | 31,922 | 3,682 | 3 | 115,505 | Wealth Accumulation | 7 | 64,593 | 4 | 8 | 7 | 7 | Email | Quarterly | 2024-09-01 | 39 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C0227 | 25 | Self-Employed | 60,390 | Married | 2 | 427 | 47,501 | 5,299 | 2 | 31,615 | Retirement | 40 | 2,531,347 | 8 | 9 | 4 | 5 | Email | Annual | 2024-07-17 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C0228 | 35 | Salaried | 99,963 | Single | 0 | 473 | 249,611 | 6,139 | 2 | 114,625 | Wealth Accumulation | 20 | 101,568 | 7 | 5 | 4 | 4 | Email | Biannual | 2025-09-29 | 28 | investment strategies;budgeting;savings strategies;retirement income;business succession | growth stocks;sector ETFs;crypto assets | 2 |
C0229 | 36 | Salaried | 213,042 | Single | 0 | 482 | 531,436 | 7,349 | 6 | 293,415 | Retirement | 34 | 9,424,388 | 5 | 8 | 6 | 5 | Email | Quarterly | 2025-03-20 | 29 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0230 | 59 | Salaried | 124,239 | Divorced | 0 | 473 | 69,729 | 6,909 | 5 | 571,618 | Retirement | 10 | 2,746,421 | 5 | 9 | 5 | 6 | Phone | Biannual | 2025-04-18 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0231 | 71 | Retired | 104,009 | Married | 0 | 406 | 93,525 | 5,500 | 5 | 776,828 | Estate Planning | 7 | 647,715 | 5 | 7 | 6 | 6 | In-Person | Quarterly | 2025-11-21 | 33 | budgeting;savings strategies;college funding;social security | index funds;blue-chip stocks;corporate bonds | 3 |
C0232 | 57 | Salaried | 147,403 | Married | 0 | 487 | 78,116 | 10,802 | 6 | 472,389 | Healthcare | 5 | 148,702 | 5 | 9 | 6 | 6 | In-Person | Ad-hoc | 2024-12-23 | 35 | tax optimization;estate planning;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C0233 | 49 | Salaried | 244,381 | Married | 1 | 527 | 473,775 | 20,792 | 4 | 545,211 | Wealth Accumulation | 5 | 178,405 | 7 | 8 | 4 | 5 | App | Biannual | 2024-11-18 | 29 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C0234 | 31 | Self-Employed | 77,536 | Married | 1 | 414 | 232,051 | 5,366 | 3 | 67,896 | Wealth Accumulation | 3 | 74,021 | 6 | 7 | 6 | 6 | In-Person | Quarterly | 2025-05-22 | 44 | investment strategies;budgeting;savings strategies;college funding;insurance review | index funds;blue-chip stocks;corporate bonds | 2 |
C0235 | 32 | Self-Employed | 238,390 | Married | 0 | 465 | 587,494 | 16,483 | 2 | 143,405 | Retirement | 34 | 10,979,799 | 8 | 6 | 2 | 6 | Email | Ad-hoc | 2025-05-28 | 30 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C0236 | 46 | Self-Employed | 218,445 | Single | 0 | 467 | 664,783 | 8,578 | 4 | 514,248 | Retirement | 21 | 7,199,143 | 6 | 8 | 5 | 4 | App | Annual | 2025-09-08 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0237 | 26 | Unemployed | 1,686 | Divorced | 0 | 323 | 1,507 | 500 | 1 | 2,759 | Home Purchase | 7 | 7,449 | 7 | 5 | 4 | 8 | App | Monthly | 2025-08-19 | 50 | mortgage options;down payment;budgeting;savings strategies;long-term care | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C0238 | 26 | Self-Employed | 204,871 | Married | 2 | 458 | 211,733 | 16,932 | 2 | 96,408 | Retirement | 42 | 9,292,231 | 9 | 8 | 2 | 7 | App | Biannual | 2025-01-11 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C0239 | 24 | Student | 5,314 | Divorced | 0 | 371 | 10,488 | 500 | 2 | 2,543 | Emergency Fund | 1 | 2,472 | 6 | 7 | 6 | 7 | App | Biannual | 2025-03-02 | 42 | budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds | 3 |
C0240 | 75 | Retired | 90,635 | Married | 0 | 432 | 121,877 | 4,179 | 6 | 497,618 | Healthcare | 15 | 70,982 | 2 | 9 | 10 | 5 | In-Person | Annual | 2025-08-24 | 44 | tax optimization;estate planning;long-term care;emergency fund;college funding | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C0241 | 58 | Salaried | 187,799 | Married | 1 | 478 | 214,499 | 15,289 | 4 | 689,653 | Retirement | 5 | 3,307,703 | 4 | 10 | 7 | 6 | Email | Quarterly | 2025-02-08 | 53 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0242 | 42 | Salaried | 119,731 | Married | 3 | 482 | 224,286 | 12,515 | 3 | 247,220 | Wealth Accumulation | 3 | 187,198 | 7 | 10 | 3 | 7 | App | Quarterly | 2025-08-01 | 46 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C0243 | 60 | Retired | 51,362 | Divorced | 1 | 455 | 79,562 | 4,217 | 5 | 245,436 | Retirement | 1 | 638,022 | 4 | 9 | 8 | 5 | App | Monthly | 2025-08-30 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C0244 | 54 | Self-Employed | 204,391 | Single | 0 | 487 | 161,156 | 7,370 | 7 | 535,740 | Retirement | 9 | 3,908,851 | 4 | 9 | 7 | 6 | Chat | Annual | 2024-11-14 | 48 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0245 | 65 | Salaried | 111,706 | Married | 1 | 482 | 138,927 | 6,879 | 9 | 447,982 | Healthcare | 3 | 165,606 | 2 | 6 | 9 | 7 | Email | Annual | 2024-08-23 | 40 | budgeting;savings strategies;social security;risk management | treasury bonds;money market;CDs | 3 |
C0246 | 27 | Unemployed | 3,716 | Single | 2 | 316 | 8,894 | 500 | 2 | 3,694 | Home Purchase | 2 | 23,672 | 5 | 7 | 6 | 6 | Phone | Quarterly | 2025-01-04 | 37 | mortgage options;down payment;budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C0247 | 45 | Salaried | 60,866 | Married | 0 | 472 | 98,139 | 5,038 | 2 | 94,870 | Retirement | 18 | 1,684,432 | 6 | 9 | 4 | 6 | Email | Biannual | 2024-08-19 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C0248 | 18 | Student | 11,167 | Married | 0 | 363 | 13,657 | 1,018 | 3 | 1,239 | Emergency Fund | 2 | 10,549 | 5 | 3 | 5 | 8 | App | Annual | 2025-03-31 | 41 | budgeting;savings strategies;tax-efficient investing;credit score | index funds;blue-chip stocks;corporate bonds | 4 |
C0249 | 25 | Student | 9,390 | Single | 0 | 337 | 23,552 | 725 | 2 | 4,797 | Debt Reduction | 2 | 16,904 | 5 | 5 | 6 | 6 | App | Quarterly | 2025-04-20 | 30 | debt payoff strategies;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 3 |
C0250 | 59 | Salaried | 249,507 | Widowed | 0 | 494 | 78,471 | 9,436 | 6 | 1,036,969 | Estate Planning | 5 | 714,722 | 4 | 10 | 6 | 5 | Email | Monthly | 2025-11-07 | 39 | tax optimization;estate planning;medicare;long-term care | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C0251 | 70 | Retired | 78,828 | Divorced | 1 | 440 | 20,779 | 5,156 | 3 | 559,905 | Emergency Fund | 2 | 24,979 | 6 | 7 | 5 | 4 | App | Biannual | 2025-08-20 | 26 | budgeting;savings strategies;credit score;emergency fund;risk management | index funds;blue-chip stocks;corporate bonds | 3 |
C0252 | 65 | Self-Employed | 91,060 | Married | 1 | 437 | 55,505 | 6,824 | 4 | 408,409 | Estate Planning | 3 | 1,075,348 | 3 | 7 | 8 | 4 | Chat | Annual | 2024-12-09 | 33 | budgeting;savings strategies;medicare;tax-efficient investing;retirement income | treasury bonds;money market;CDs | 2 |
C0253 | 69 | Retired | 58,356 | Single | 0 | 389 | 87,719 | 3,488 | 4 | 253,839 | Retirement | 1 | 578,972 | 4 | 7 | 7 | 7 | Email | Monthly | 2024-10-28 | 48 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C0254 | 42 | Self-Employed | 277,610 | Married | 1 | 457 | 398,604 | 26,443 | 1 | 605,993 | Retirement | 24 | 7,991,510 | 10 | 9 | 1 | 6 | Email | Monthly | 2025-08-22 | 49 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C0255 | 85 | Retired | 12,281 | Married | 2 | 320 | 7,793 | 1,426 | 4 | 116,180 | Healthcare | 7 | 165,856 | 3 | 6 | 8 | 7 | Phone | Quarterly | 2024-12-21 | 48 | budgeting;savings strategies;long-term care;college funding;charitable giving | treasury bonds;money market;CDs | 3 |
C0256 | 40 | Salaried | 56,409 | Married | 1 | 443 | 206,554 | 5,866 | 3 | 87,317 | Home Purchase | 3 | 320,973 | 6 | 9 | 5 | 5 | App | Annual | 2025-11-15 | 33 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 2 |
C0257 | 63 | Self-Employed | 313,701 | Married | 1 | 448 | 165,238 | 21,038 | 3 | 1,702,875 | Retirement | 6 | 5,728,840 | 6 | 8 | 4 | 8 | In-Person | Quarterly | 2025-04-30 | 55 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 4 |
C0258 | 61 | Salaried | 75,440 | Single | 0 | 427 | 111,972 | 3,080 | 4 | 244,737 | Retirement | 3 | 924,640 | 4 | 7 | 7 | 8 | Email | Biannual | 2025-12-01 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C0259 | 53 | Salaried | 145,565 | Married | 2 | 506 | 146,725 | 12,926 | 6 | 462,686 | Retirement | 8 | 3,117,645 | 5 | 9 | 7 | 5 | In-Person | Biannual | 2024-10-16 | 42 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C0260 | 32 | Self-Employed | 310,081 | Married | 0 | 436 | 426,278 | 19,753 | 1 | 307,628 | Debt Reduction | 1 | 234,698 | 10 | 9 | 1 | 7 | Email | Biannual | 2025-09-01 | 45 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C0261 | 73 | Retired | 77,966 | Divorced | 0 | 383 | 97,188 | 2,486 | 5 | 633,684 | Estate Planning | 7 | 170,478 | 1 | 6 | 10 | 7 | App | Quarterly | 2024-09-01 | 50 | budgeting;savings strategies;business succession;medicare;retirement income | treasury bonds;money market;CDs | 4 |
C0262 | 22 | Student | 9,979 | Married | 0 | 368 | 13,129 | 1,087 | 2 | 4,263 | Education | 5 | 150,412 | 8 | 5 | 3 | 6 | Phone | Annual | 2024-09-28 | 28 | education savings;529 plans;budgeting;savings strategies;tax strategies | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C0263 | 22 | Student | 10,401 | Single | 0 | 374 | 13,343 | 731 | 2 | 4,764 | Emergency Fund | 2 | 4,626 | 7 | 5 | 4 | 7 | Email | Quarterly | 2024-11-08 | 39 | budgeting;savings strategies;long-term care;insurance review;college funding | growth stocks;sector ETFs;crypto assets | 3 |
C0264 | 65 | Unemployed | 4,368 | Divorced | 1 | 362 | 6,480 | 500 | 4 | 3,901 | Healthcare | 7 | 255,710 | 3 | 8 | 8 | 4 | Phone | Biannual | 2025-09-12 | 35 | tax optimization;estate planning;emergency fund | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C0265 | 50 | Salaried | 153,236 | Single | 0 | 490 | 177,375 | 6,787 | 4 | 351,798 | Retirement | 18 | 3,650,662 | 6 | 10 | 5 | 5 | In-Person | Quarterly | 2025-12-11 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C0266 | 23 | Student | 12,208 | Divorced | 0 | 337 | 18,236 | 978 | 3 | 4,634 | Travel | 1 | 27,356 | 6 | 4 | 6 | 5 | In-Person | Quarterly | 2025-11-16 | 22 | budgeting;savings strategies;estate planning;emergency fund;insurance review | index funds;blue-chip stocks;corporate bonds | 3 |
C0267 | 70 | Retired | 109,808 | Married | 0 | 445 | 86,438 | 5,137 | 6 | 766,211 | Estate Planning | 5 | 851,254 | 5 | 8 | 7 | 6 | Phone | Ad-hoc | 2025-09-30 | 44 | tax optimization;estate planning;emergency fund;credit score;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C0268 | 57 | Self-Employed | 74,744 | Married | 1 | 455 | 72,303 | 4,973 | 3 | 384,338 | Travel | 1 | 10,145 | 6 | 7 | 5 | 6 | In-Person | Annual | 2025-10-01 | 32 | budgeting;savings strategies;social security;estate planning;tax strategies | index funds;blue-chip stocks;corporate bonds | 3 |
C0269 | 49 | Self-Employed | 196,646 | Single | 0 | 470 | 272,154 | 13,085 | 5 | 414,066 | Education | 3 | 106,901 | 6 | 8 | 5 | 5 | Email | Quarterly | 2025-05-27 | 30 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C0270 | 60 | Salaried | 242,448 | Married | 2 | 484 | 170,450 | 16,534 | 7 | 761,694 | Travel | 2 | 11,157 | 5 | 8 | 7 | 4 | Phone | Quarterly | 2025-05-11 | 31 | tax optimization;estate planning;emergency fund;long-term care | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C0271 | 20 | Student | 12,376 | Married | 0 | 377 | 20,018 | 1,194 | 2 | 734 | Education | 4 | 174,946 | 6 | 3 | 6 | 6 | In-Person | Quarterly | 2025-12-08 | 28 | education savings;529 plans;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C0272 | 82 | Retired | 67,458 | Single | 1 | 382 | 116,376 | 6,032 | 4 | 398,107 | Retirement | 1 | 695,031 | 4 | 9 | 7 | 4 | Phone | Annual | 2024-07-20 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C0273 | 65 | Salaried | 236,833 | Single | 0 | 479 | 240,458 | 12,840 | 4 | 1,367,772 | Emergency Fund | 1 | 166,015 | 7 | 10 | 4 | 4 | Phone | Quarterly | 2024-07-12 | 29 | tax optimization;estate planning;investment allocation;retirement income | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C0274 | 34 | Self-Employed | 205,915 | Single | 0 | 425 | 475,446 | 14,861 | 1 | 231,715 | Debt Reduction | 2 | 278,737 | 9 | 8 | 1 | 7 | App | Monthly | 2024-12-30 | 38 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 2 |
C0275 | 55 | Salaried | 201,484 | Married | 2 | 498 | 171,374 | 17,952 | 3 | 575,460 | Estate Planning | 7 | 1,990,702 | 8 | 9 | 4 | 3 | Email | Annual | 2025-10-24 | 27 | tax optimization;estate planning;charitable giving;insurance review;business succession | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C0276 | 70 | Retired | 29,751 | Single | 1 | 372 | 39,980 | 2,919 | 5 | 180,613 | Estate Planning | 3 | 1,614,719 | 2 | 4 | 9 | 3 | App | Quarterly | 2025-03-14 | 15 | budgeting;savings strategies;estate planning | treasury bonds;money market;CDs | 3 |
C0277 | 26 | Salaried | 189,391 | Married | 1 | 473 | 110,799 | 11,403 | 1 | 92,328 | Debt Reduction | 1 | 272,586 | 10 | 7 | 1 | 8 | App | Quarterly | 2024-08-26 | 44 | debt payoff strategies;budgeting;savings strategies;tax strategies;emergency fund | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C0278 | 20 | Unemployed | 3,507 | Married | 1 | 350 | 4,708 | 500 | 1 | 1,127 | Emergency Fund | 1 | 3,088 | 6 | 5 | 4 | 5 | Chat | Quarterly | 2025-12-07 | 27 | budgeting;savings strategies;college funding;long-term care | index funds;blue-chip stocks;corporate bonds | 3 |
C0279 | 25 | Salaried | 156,814 | Single | 0 | 458 | 121,283 | 7,381 | 2 | 40,672 | Retirement | 37 | 6,065,184 | 9 | 8 | 3 | 7 | Email | Annual | 2024-08-28 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C0280 | 64 | Salaried | 174,285 | Married | 1 | 473 | 96,150 | 13,927 | 6 | 1,000,243 | Estate Planning | 10 | 1,417,119 | 4 | 10 | 8 | 5 | Phone | Quarterly | 2025-11-08 | 43 | tax optimization;estate planning;charitable giving;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C0281 | 45 | Salaried | 175,754 | Single | 0 | 500 | 408,787 | 7,117 | 3 | 412,125 | Retirement | 23 | 5,210,531 | 6 | 8 | 4 | 5 | Email | Quarterly | 2025-03-29 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0282 | 43 | Salaried | 105,138 | Divorced | 0 | 488 | 420,429 | 4,127 | 1 | 160,539 | Wealth Accumulation | 5 | 93,510 | 8 | 7 | 2 | 8 | Email | Quarterly | 2025-03-11 | 57 | investment strategies;budgeting;savings strategies;social security;investment allocation | growth stocks;sector ETFs;crypto assets | 3 |
C0283 | 30 | Self-Employed | 274,427 | Divorced | 0 | 425 | 445,364 | 13,892 | 1 | 136,947 | Home Purchase | 5 | 1,485,982 | 10 | 8 | 1 | 6 | App | Ad-hoc | 2025-11-01 | 37 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C0284 | 50 | Salaried | 123,337 | Divorced | 0 | 470 | 94,118 | 5,083 | 7 | 211,985 | Retirement | 19 | 3,342,671 | 2 | 8 | 9 | 6 | Phone | Monthly | 2025-07-15 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 2 |
C0285 | 44 | Salaried | 176,985 | Divorced | 0 | 456 | 251,447 | 11,434 | 3 | 401,301 | Wealth Accumulation | 10 | 260,783 | 7 | 8 | 4 | 5 | Email | Biannual | 2024-11-22 | 43 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C0286 | 72 | Retired | 18,436 | Divorced | 0 | 379 | 11,647 | 1,503 | 5 | 109,119 | Estate Planning | 15 | 747,253 | 1 | 6 | 10 | 6 | Email | Annual | 2025-09-16 | 40 | budgeting;savings strategies;tax strategies;investment allocation;college funding | treasury bonds;money market;CDs | 3 |
C0287 | 28 | Unemployed | 4,094 | Married | 2 | 332 | 6,016 | 502 | 3 | 1,672 | Retirement | 32 | 200,982 | 6 | 7 | 5 | 7 | App | Ad-hoc | 2025-06-07 | 45 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C0288 | 62 | Retired | 35,050 | Married | 2 | 398 | 14,397 | 3,676 | 7 | 145,971 | Retirement | 4 | 448,267 | 1 | 8 | 10 | 3 | Email | Annual | 2024-09-13 | 25 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C0289 | 29 | Salaried | 210,361 | Single | 1 | 451 | 362,132 | 9,106 | 3 | 115,070 | Retirement | 38 | 9,190,349 | 7 | 8 | 4 | 6 | App | Quarterly | 2024-09-07 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C0290 | 78 | Retired | 83,390 | Single | 0 | 394 | 73,987 | 4,926 | 3 | 697,136 | Estate Planning | 7 | 1,352,252 | 5 | 7 | 5 | 6 | In-Person | Quarterly | 2024-08-17 | 34 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds | 4 |
C0291 | 35 | Salaried | 247,302 | Divorced | 2 | 488 | 706,598 | 11,969 | 4 | 221,648 | Education | 4 | 137,333 | 6 | 8 | 4 | 4 | Email | Biannual | 2025-01-19 | 29 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 2 |
C0292 | 75 | Retired | 80,518 | Married | 2 | 433 | 41,565 | 5,621 | 3 | 630,159 | Healthcare | 10 | 52,802 | 4 | 6 | 6 | 7 | Email | Monthly | 2025-01-02 | 37 | budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds | 4 |
C0293 | 19 | Student | 3,835 | Married | 0 | 333 | 4,324 | 500 | 4 | 2,643 | Education | 4 | 120,439 | 5 | 4 | 7 | 6 | In-Person | Biannual | 2024-12-22 | 35 | education savings;529 plans;budgeting;savings strategies;tax strategies | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C0294 | 21 | Student | 12,492 | Married | 0 | 337 | 9,784 | 1,143 | 3 | 4,662 | Education | 4 | 108,075 | 5 | 4 | 5 | 7 | In-Person | Monthly | 2025-11-27 | 45 | education savings;529 plans;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C0295 | 38 | Salaried | 218,639 | Widowed | 1 | 463 | 392,652 | 16,824 | 3 | 220,117 | Retirement | 31 | 8,781,012 | 8 | 10 | 3 | 4 | App | Quarterly | 2025-12-01 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C0296 | 49 | Salaried | 56,307 | Married | 1 | 476 | 83,585 | 4,725 | 3 | 122,384 | Retirement | 21 | 1,945,882 | 6 | 10 | 5 | 5 | Email | Biannual | 2025-09-01 | 42 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C0297 | 56 | Salaried | 116,737 | Single | 0 | 474 | 70,414 | 5,111 | 6 | 423,243 | Healthcare | 5 | 101,055 | 2 | 10 | 8 | 4 | Email | Annual | 2025-01-29 | 31 | tax optimization;estate planning;college funding | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C0298 | 49 | Salaried | 121,634 | Single | 1 | 457 | 404,636 | 6,517 | 5 | 249,410 | Home Purchase | 2 | 825,330 | 6 | 8 | 5 | 6 | App | Biannual | 2025-09-14 | 46 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 2 |
C0299 | 69 | Retired | 91,126 | Married | 1 | 452 | 34,979 | 6,726 | 4 | 431,564 | Travel | 5 | 14,328 | 4 | 8 | 7 | 7 | Phone | Biannual | 2024-09-14 | 44 | tax optimization;estate planning;emergency fund | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C0300 | 68 | Retired | 61,865 | Married | 1 | 429 | 44,431 | 6,471 | 6 | 380,244 | Retirement | 1 | 734,267 | 2 | 8 | 10 | 4 | In-Person | Biannual | 2025-10-13 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
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