client_id stringlengths 5 5 | age int64 18 85 | employment_status stringclasses 5
values | annual_income_usd int64 3 325k | marital_status stringclasses 4
values | dependents_count int64 0 3 | credit_score int64 300 527 | total_debt_usd int64 4 1.21M | monthly_expenses_usd int64 500 29k | emergency_fund_months int64 0 10 | investment_portfolio_usd int64 2 2.27M | primary_goal stringclasses 10
values | time_horizon_years int64 1 45 | target_amount_usd int64 4 14.5M | risk_tolerance_1_10 int64 1 10 | financial_literacy_1_10 int64 3 10 | risk_aversion_1_10 int64 1 10 | trust_in_institutions_1_10 int64 3 8 | preferred_channel stringclasses 5
values | checkin_frequency stringclasses 5
values | last_session_date stringdate 2024-07-04 00:00:00 2025-12-25 00:00:00 | session_duration_min int64 15 65 | topics_discussed stringlengths 37 106 | recommended_products stringclasses 24
values | user_satisfaction_1_5 int64 1 4 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C3401 | 33 | Self-Employed | 77,197 | Married | 2 | 405 | 251,133 | 5,980 | 3 | 67,269 | Wealth Accumulation | 7 | 47,915 | 7 | 5 | 4 | 5 | App | Annual | 2024-07-10 | 32 | investment strategies;budgeting;savings strategies;tax strategies;insurance review | growth stocks;sector ETFs;crypto assets | 3 |
C3402 | 34 | Unemployed | 4,844 | Widowed | 1 | 342 | 15,932 | 500 | 2 | 4,138 | Retirement | 35 | 215,345 | 3 | 5 | 7 | 6 | Email | Ad-hoc | 2025-02-23 | 30 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3403 | 62 | Salaried | 208,649 | Married | 2 | 488 | 174,262 | 14,954 | 6 | 798,052 | Retirement | 1 | 2,699,492 | 4 | 10 | 7 | 6 | Email | Biannual | 2025-12-16 | 43 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3404 | 57 | Self-Employed | 97,648 | Widowed | 0 | 430 | 137,965 | 6,392 | 4 | 325,218 | Retirement | 11 | 2,079,291 | 3 | 8 | 8 | 7 | In-Person | Monthly | 2025-06-29 | 54 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 4 |
C3405 | 43 | Salaried | 187,830 | Single | 0 | 475 | 361,187 | 9,267 | 3 | 312,654 | Home Purchase | 5 | 1,088,831 | 8 | 9 | 4 | 8 | App | Annual | 2024-10-16 | 54 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3406 | 44 | Salaried | 245,305 | Married | 3 | 504 | 373,165 | 21,510 | 3 | 379,704 | Retirement | 16 | 7,650,932 | 6 | 8 | 5 | 8 | Phone | Quarterly | 2025-06-14 | 54 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3407 | 41 | Self-Employed | 220,125 | Widowed | 1 | 479 | 650,002 | 13,657 | 2 | 511,704 | Wealth Accumulation | 15 | 137,626 | 8 | 9 | 2 | 5 | Email | Annual | 2025-08-19 | 41 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3408 | 67 | Retired | 84,170 | Single | 0 | 416 | 117,208 | 2,880 | 6 | 370,407 | Healthcare | 15 | 158,369 | 2 | 5 | 9 | 6 | Email | Annual | 2025-05-06 | 28 | budgeting;savings strategies;long-term care;business succession;investment allocation | treasury bonds;money market;CDs | 4 |
C3409 | 81 | Retired | 24,923 | Married | 0 | 386 | 20,929 | 2,954 | 3 | 173,996 | Travel | 1 | 20,722 | 4 | 5 | 8 | 7 | Phone | Quarterly | 2025-11-27 | 39 | budgeting;savings strategies;college funding;investment allocation;risk management | index funds;blue-chip stocks;corporate bonds | 3 |
C3410 | 44 | Salaried | 69,113 | Widowed | 0 | 480 | 242,262 | 5,688 | 3 | 161,799 | Wealth Accumulation | 3 | 75,604 | 6 | 9 | 6 | 4 | Phone | Monthly | 2025-09-07 | 33 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3411 | 24 | Student | 8,169 | Married | 0 | 360 | 10,960 | 819 | 2 | 1,515 | Education | 3 | 166,108 | 7 | 4 | 4 | 6 | Email | Annual | 2025-06-06 | 26 | education savings;529 plans;budgeting;savings strategies;insurance review | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C3412 | 41 | Unemployed | 1,284 | Married | 1 | 375 | 2,860 | 500 | 3 | 1,538 | Retirement | 20 | 46,097 | 3 | 6 | 7 | 5 | App | Monthly | 2024-10-06 | 29 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3413 | 18 | Student | 4,847 | Married | 0 | 336 | 7,907 | 500 | 2 | 2,277 | Home Purchase | 5 | 19,080 | 5 | 4 | 5 | 5 | Email | Quarterly | 2024-07-21 | 30 | mortgage options;down payment;budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3414 | 51 | Salaried | 145,316 | Married | 2 | 461 | 163,529 | 14,332 | 6 | 362,802 | Wealth Accumulation | 10 | 162,363 | 5 | 10 | 7 | 8 | In-Person | Monthly | 2024-09-07 | 65 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3415 | 34 | Salaried | 99,709 | Single | 0 | 430 | 124,828 | 3,514 | 4 | 97,864 | Retirement | 35 | 3,930,554 | 6 | 7 | 6 | 7 | App | Biannual | 2025-10-04 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3416 | 64 | Retired | 40,709 | Married | 0 | 400 | 26,195 | 3,608 | 4 | 150,581 | Estate Planning | 5 | 1,440,098 | 1 | 6 | 10 | 5 | In-Person | Monthly | 2025-04-15 | 27 | budgeting;savings strategies;retirement income;tax-efficient investing | treasury bonds;money market;CDs | 3 |
C3417 | 84 | Retired | 43,703 | Single | 2 | 372 | 53,590 | 3,846 | 4 | 401,609 | Estate Planning | 3 | 1,308,560 | 4 | 8 | 8 | 6 | Phone | Quarterly | 2024-08-08 | 49 | tax optimization;estate planning;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3418 | 26 | Self-Employed | 103,699 | Single | 0 | 406 | 97,298 | 4,164 | 4 | 41,526 | Retirement | 36 | 4,552,905 | 7 | 10 | 4 | 7 | Phone | Quarterly | 2024-10-16 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3419 | 83 | Retired | 22,726 | Divorced | 0 | 337 | 16,354 | 2,032 | 5 | 156,479 | Healthcare | 5 | 192,772 | 1 | 8 | 10 | 3 | App | Quarterly | 2024-12-12 | 27 | tax optimization;estate planning;retirement income | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3420 | 70 | Retired | 79,773 | Widowed | 0 | 433 | 70,808 | 4,341 | 4 | 548,224 | Retirement | 1 | 969,906 | 4 | 6 | 6 | 6 | Phone | Quarterly | 2025-06-18 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3421 | 78 | Retired | 69,281 | Single | 0 | 380 | 98,953 | 4,296 | 4 | 667,301 | Estate Planning | 5 | 909,182 | 3 | 7 | 9 | 3 | Email | Biannual | 2025-02-18 | 26 | budgeting;savings strategies;business succession | treasury bonds;money market;CDs | 2 |
C3422 | 71 | Retired | 86,675 | Married | 0 | 403 | 72,125 | 3,868 | 4 | 515,927 | Estate Planning | 10 | 1,628,943 | 5 | 8 | 6 | 3 | Chat | Annual | 2024-11-10 | 21 | tax optimization;estate planning;social security | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3423 | 54 | Salaried | 110,819 | Married | 0 | 496 | 37,813 | 8,037 | 4 | 243,894 | Retirement | 13 | 2,328,248 | 6 | 9 | 5 | 4 | Phone | Quarterly | 2025-04-15 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3424 | 73 | Retired | 18,129 | Single | 0 | 368 | 32,658 | 1,411 | 4 | 118,655 | Healthcare | 7 | 168,053 | 1 | 7 | 9 | 7 | Phone | Quarterly | 2025-06-23 | 40 | budgeting;savings strategies;charitable giving;emergency fund | treasury bonds;money market;CDs | 4 |
C3425 | 21 | Unemployed | 427 | Married | 1 | 344 | 728 | 500 | 2 | 363 | Travel | 5 | 8,211 | 6 | 6 | 5 | 7 | App | Quarterly | 2025-06-06 | 48 | budgeting;savings strategies;insurance review;risk management;tax strategies | index funds;blue-chip stocks;corporate bonds | 3 |
C3426 | 22 | Student | 8,576 | Married | 0 | 378 | 16,516 | 985 | 1 | 3,956 | Emergency Fund | 1 | 4,225 | 7 | 6 | 4 | 6 | In-Person | Quarterly | 2025-05-03 | 30 | budgeting;savings strategies;medicare | growth stocks;sector ETFs;crypto assets | 3 |
C3427 | 50 | Salaried | 195,244 | Single | 0 | 499 | 169,814 | 12,905 | 5 | 334,986 | Retirement | 10 | 3,805,739 | 4 | 8 | 6 | 5 | In-Person | Annual | 2025-02-10 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3428 | 38 | Salaried | 242,294 | Widowed | 0 | 455 | 343,202 | 14,745 | 3 | 252,552 | Business Investment | 5 | 480,309 | 7 | 8 | 4 | 5 | Email | Annual | 2024-09-15 | 35 | tax optimization;estate planning;emergency fund | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3429 | 66 | Retired | 119,319 | Married | 0 | 453 | 59,380 | 5,603 | 7 | 658,689 | Estate Planning | 3 | 156,626 | 2 | 9 | 9 | 4 | Phone | Quarterly | 2025-09-02 | 37 | tax optimization;estate planning;credit score;insurance review | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3430 | 65 | Self-Employed | 185,011 | Divorced | 0 | 458 | 156,626 | 8,316 | 3 | 1,264,332 | Healthcare | 5 | 133,268 | 9 | 9 | 3 | 4 | In-Person | Biannual | 2025-07-08 | 38 | tax optimization;estate planning;retirement income;social security;tax-efficient investing | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3431 | 73 | Retired | 74,889 | Married | 2 | 409 | 37,397 | 6,734 | 3 | 477,035 | Healthcare | 7 | 187,471 | 6 | 9 | 5 | 6 | Email | Quarterly | 2025-04-11 | 36 | tax optimization;estate planning;medicare;investment allocation;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3432 | 24 | Student | 14,236 | Single | 0 | 387 | 22,407 | 1,067 | 2 | 3,439 | Education | 2 | 173,339 | 6 | 4 | 6 | 8 | App | Annual | 2025-11-18 | 37 | education savings;529 plans;budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3433 | 84 | Retired | 51,455 | Married | 1 | 392 | 72,430 | 4,721 | 4 | 550,296 | Healthcare | 10 | 213,623 | 2 | 10 | 9 | 4 | In-Person | Biannual | 2025-03-23 | 37 | tax optimization;estate planning;long-term care;retirement income | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3434 | 60 | Salaried | 124,923 | Divorced | 0 | 487 | 150,776 | 6,525 | 5 | 587,511 | Travel | 1 | 8,214 | 3 | 10 | 8 | 4 | App | Biannual | 2025-11-18 | 35 | tax optimization;estate planning;social security;emergency fund | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3435 | 40 | Self-Employed | 103,244 | Married | 2 | 480 | 151,834 | 5,840 | 3 | 184,686 | Home Purchase | 2 | 391,346 | 7 | 9 | 4 | 7 | Email | Quarterly | 2025-07-22 | 56 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3436 | 48 | Salaried | 100,367 | Married | 2 | 473 | 279,525 | 7,337 | 5 | 193,821 | Retirement | 22 | 2,827,786 | 4 | 9 | 7 | 6 | Chat | Biannual | 2025-05-10 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3437 | 22 | Salaried | 120,437 | Married | 0 | 398 | 154,290 | 4,911 | 2 | 17,346 | Education | 2 | 112,427 | 8 | 8 | 3 | 6 | App | Biannual | 2025-09-24 | 47 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3438 | 27 | Self-Employed | 77,840 | Married | 2 | 397 | 148,268 | 7,483 | 3 | 39,560 | Retirement | 35 | 2,891,809 | 7 | 6 | 4 | 6 | In-Person | Quarterly | 2025-05-26 | 30 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C3439 | 48 | Self-Employed | 276,335 | Married | 2 | 492 | 944,737 | 16,174 | 2 | 640,025 | Retirement | 17 | 8,080,771 | 10 | 10 | 2 | 7 | Email | Quarterly | 2024-10-27 | 58 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3440 | 40 | Salaried | 71,625 | Married | 0 | 466 | 81,662 | 2,786 | 2 | 134,966 | Home Purchase | 5 | 424,311 | 8 | 9 | 3 | 7 | Email | Annual | 2025-11-20 | 52 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3441 | 40 | Self-Employed | 213,485 | Single | 0 | 487 | 722,069 | 8,051 | 1 | 362,926 | Business Investment | 7 | 191,454 | 10 | 10 | 1 | 8 | Email | Biannual | 2025-12-23 | 44 | tax optimization;estate planning;investment allocation;social security | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3442 | 22 | Student | 14,184 | Single | 2 | 386 | 8,321 | 1,223 | 2 | 369 | Emergency Fund | 1 | 10,793 | 7 | 5 | 5 | 8 | Email | Annual | 2025-09-05 | 49 | budgeting;savings strategies;estate planning;tax strategies | growth stocks;sector ETFs;crypto assets | 3 |
C3443 | 18 | Student | 6,217 | Single | 0 | 348 | 10,115 | 500 | 2 | 3,737 | Education | 3 | 153,893 | 7 | 5 | 5 | 7 | App | Annual | 2024-09-14 | 32 | education savings;529 plans;budgeting;savings strategies;tax-efficient investing | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3444 | 44 | Self-Employed | 230,538 | Married | 1 | 476 | 402,688 | 16,920 | 2 | 456,360 | Education | 3 | 148,810 | 6 | 9 | 4 | 7 | Email | Quarterly | 2025-11-02 | 49 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3445 | 80 | Retired | 65,632 | Single | 0 | 407 | 19,790 | 5,253 | 4 | 388,890 | Retirement | 1 | 643,385 | 5 | 8 | 6 | 3 | Phone | Annual | 2024-12-28 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3446 | 22 | Student | 5,327 | Single | 0 | 346 | 7,751 | 500 | 2 | 723 | Travel | 3 | 5,345 | 7 | 5 | 4 | 8 | App | Monthly | 2024-10-23 | 43 | budgeting;savings strategies;long-term care | growth stocks;sector ETFs;crypto assets | 3 |
C3447 | 63 | Salaried | 225,819 | Divorced | 0 | 468 | 102,874 | 15,656 | 7 | 734,416 | Retirement | 3 | 2,573,824 | 3 | 8 | 7 | 7 | Email | Quarterly | 2024-09-02 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C3448 | 62 | Retired | 52,976 | Single | 0 | 446 | 26,319 | 4,066 | 5 | 168,180 | Retirement | 8 | 889,633 | 3 | 7 | 8 | 8 | Email | Biannual | 2025-05-08 | 49 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3449 | 21 | Student | 16,803 | Married | 0 | 356 | 17,127 | 1,797 | 1 | 2,289 | Travel | 3 | 5,130 | 8 | 6 | 4 | 6 | Phone | Annual | 2025-10-22 | 33 | budgeting;savings strategies;emergency fund;risk management;credit score | growth stocks;sector ETFs;crypto assets | 4 |
C3450 | 62 | Retired | 126,669 | Divorced | 0 | 444 | 113,553 | 7,120 | 7 | 711,878 | Retirement | 6 | 2,009,069 | 2 | 7 | 9 | 8 | In-Person | Quarterly | 2025-08-25 | 41 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;traditional IRA | 4 |
C3451 | 55 | Unemployed | 4,225 | Married | 1 | 377 | 3,513 | 551 | 4 | 1,906 | Retirement | 13 | 100,424 | 1 | 8 | 10 | 3 | Email | Biannual | 2025-08-10 | 23 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C3452 | 46 | Salaried | 152,794 | Single | 1 | 458 | 568,900 | 8,179 | 3 | 407,936 | Home Purchase | 5 | 717,653 | 7 | 9 | 3 | 8 | Phone | Quarterly | 2025-05-14 | 60 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3453 | 20 | Unemployed | 2,259 | Single | 0 | 329 | 4,971 | 500 | 3 | 2,887 | Debt Reduction | 1 | 4,114 | 6 | 5 | 6 | 8 | App | Quarterly | 2024-09-12 | 37 | debt payoff strategies;budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 4 |
C3454 | 20 | Student | 6,024 | Single | 1 | 352 | 11,256 | 517 | 2 | 454 | Emergency Fund | 1 | 4,884 | 7 | 6 | 3 | 7 | App | Biannual | 2025-11-25 | 47 | budgeting;savings strategies;risk management | growth stocks;sector ETFs;crypto assets | 3 |
C3455 | 79 | Retired | 25,218 | Married | 0 | 354 | 17,138 | 2,227 | 3 | 139,251 | Retirement | 1 | 257,627 | 3 | 4 | 7 | 6 | In-Person | Annual | 2025-07-09 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 4 |
C3456 | 38 | Self-Employed | 142,800 | Married | 0 | 480 | 299,925 | 10,396 | 1 | 274,363 | Home Purchase | 3 | 952,314 | 8 | 9 | 2 | 6 | Email | Quarterly | 2024-10-10 | 37 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3457 | 57 | Self-Employed | 134,508 | Married | 0 | 461 | 50,398 | 8,823 | 3 | 477,541 | Retirement | 11 | 2,755,494 | 5 | 10 | 5 | 7 | Phone | Biannual | 2024-10-05 | 59 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3458 | 85 | Retired | 45,656 | Single | 1 | 362 | 78,891 | 3,011 | 6 | 411,293 | Estate Planning | 7 | 1,104,710 | 1 | 8 | 10 | 3 | App | Annual | 2025-10-15 | 27 | tax optimization;estate planning;credit score;social security;medicare | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3459 | 43 | Self-Employed | 126,207 | Single | 0 | 463 | 327,982 | 5,401 | 3 | 219,051 | Education | 2 | 140,484 | 8 | 8 | 3 | 6 | App | Monthly | 2024-07-10 | 42 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3460 | 50 | Self-Employed | 163,165 | Married | 1 | 496 | 57,264 | 14,751 | 2 | 381,158 | Retirement | 18 | 4,825,187 | 8 | 7 | 2 | 8 | Email | Annual | 2024-08-20 | 54 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C3461 | 23 | Salaried | 65,463 | Married | 0 | 397 | 76,476 | 4,480 | 2 | 15,950 | Education | 10 | 142,523 | 7 | 6 | 3 | 5 | App | Biannual | 2025-08-08 | 32 | education savings;529 plans;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3462 | 75 | Retired | 26,509 | Married | 2 | 409 | 9,505 | 3,312 | 3 | 192,045 | Retirement | 1 | 245,683 | 4 | 8 | 6 | 5 | Email | Biannual | 2025-01-22 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C3463 | 47 | Salaried | 221,587 | Single | 0 | 497 | 686,817 | 11,971 | 2 | 387,620 | Education | 7 | 166,995 | 9 | 10 | 3 | 5 | Email | Biannual | 2025-05-05 | 41 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3464 | 31 | Self-Employed | 106,706 | Divorced | 1 | 422 | 428,356 | 8,098 | 5 | 69,455 | Debt Reduction | 3 | 67,770 | 5 | 9 | 6 | 4 | Email | Ad-hoc | 2025-09-12 | 32 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 2 |
C3465 | 64 | Self-Employed | 245,372 | Widowed | 0 | 475 | 170,429 | 13,725 | 3 | 1,758,540 | Healthcare | 7 | 170,134 | 7 | 10 | 4 | 4 | Phone | Biannual | 2025-05-06 | 37 | tax optimization;estate planning;college funding;credit score;investment allocation | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3466 | 20 | Student | 8,919 | Married | 0 | 358 | 14,630 | 950 | 1 | 1,801 | Education | 2 | 129,315 | 8 | 4 | 3 | 5 | Phone | Monthly | 2025-11-28 | 33 | education savings;529 plans;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C3467 | 34 | Self-Employed | 102,005 | Single | 0 | 422 | 273,354 | 5,261 | 2 | 119,605 | Debt Reduction | 1 | 96,838 | 8 | 7 | 3 | 8 | Email | Quarterly | 2025-05-20 | 42 | debt payoff strategies;budgeting;savings strategies;retirement income | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C3468 | 62 | Salaried | 112,739 | Married | 2 | 440 | 113,874 | 8,410 | 6 | 559,536 | Retirement | 7 | 2,201,450 | 4 | 9 | 6 | 4 | Phone | Biannual | 2025-01-03 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3469 | 52 | Salaried | 87,427 | Married | 1 | 481 | 91,386 | 5,226 | 4 | 197,901 | Retirement | 14 | 2,473,771 | 4 | 10 | 7 | 3 | Email | Biannual | 2025-09-13 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3470 | 52 | Salaried | 256,928 | Married | 1 | 512 | 152,883 | 20,504 | 3 | 440,242 | Wealth Accumulation | 5 | 403,994 | 7 | 10 | 4 | 7 | In-Person | Monthly | 2024-09-30 | 48 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3471 | 41 | Self-Employed | 280,257 | Married | 2 | 487 | 335,556 | 25,347 | 3 | 497,525 | Retirement | 28 | 9,315,867 | 7 | 10 | 3 | 7 | App | Quarterly | 2025-10-27 | 55 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3472 | 69 | Retired | 46,240 | Married | 1 | 414 | 70,740 | 4,729 | 4 | 260,230 | Emergency Fund | 2 | 34,685 | 3 | 6 | 8 | 6 | In-Person | Quarterly | 2025-02-25 | 35 | budgeting;savings strategies;investment allocation | treasury bonds;money market;CDs | 3 |
C3473 | 68 | Retired | 104,600 | Married | 2 | 449 | 61,079 | 9,001 | 3 | 445,137 | Estate Planning | 7 | 1,445,266 | 6 | 7 | 5 | 8 | Phone | Quarterly | 2025-04-27 | 50 | budgeting;savings strategies;estate planning;medicare | index funds;blue-chip stocks;corporate bonds | 3 |
C3474 | 58 | Self-Employed | 132,474 | Married | 1 | 483 | 107,422 | 8,758 | 4 | 624,754 | Retirement | 4 | 2,081,099 | 7 | 10 | 4 | 7 | In-Person | Monthly | 2025-07-30 | 52 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3475 | 25 | Salaried | 75,671 | Married | 2 | 400 | 99,439 | 4,577 | 1 | 29,559 | Retirement | 39 | 3,243,457 | 9 | 7 | 1 | 7 | App | Quarterly | 2025-09-14 | 35 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 4 |
C3476 | 84 | Retired | 24,387 | Married | 1 | 387 | 27,822 | 2,583 | 4 | 259,124 | Retirement | 1 | 231,539 | 3 | 7 | 8 | 4 | Phone | Annual | 2025-04-03 | 25 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C3477 | 72 | Retired | 84,950 | Single | 1 | 405 | 92,282 | 4,051 | 4 | 542,938 | Retirement | 1 | 827,470 | 5 | 5 | 6 | 6 | Chat | Biannual | 2024-08-24 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C3478 | 28 | Salaried | 50,037 | Married | 2 | 439 | 71,487 | 6,175 | 2 | 24,038 | Home Purchase | 1 | 190,936 | 8 | 8 | 3 | 6 | App | Quarterly | 2024-09-21 | 40 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3479 | 27 | Self-Employed | 32,543 | Single | 0 | 427 | 36,999 | 2,768 | 2 | 14,715 | Wealth Accumulation | 3 | 32,549 | 7 | 7 | 4 | 6 | Email | Quarterly | 2025-08-29 | 36 | investment strategies;budgeting;savings strategies;credit score | growth stocks;sector ETFs;crypto assets | 3 |
C3480 | 79 | Retired | 30,581 | Single | 0 | 360 | 25,262 | 2,557 | 4 | 228,846 | Travel | 1 | 21,466 | 3 | 8 | 7 | 5 | Email | Quarterly | 2025-02-11 | 29 | tax optimization;estate planning;risk management;medicare;business succession | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3481 | 62 | Self-Employed | 131,021 | Married | 0 | 477 | 85,953 | 11,081 | 4 | 724,469 | Estate Planning | 20 | 636,277 | 7 | 8 | 4 | 6 | Phone | Monthly | 2024-10-30 | 46 | tax optimization;estate planning;medicare;insurance review | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3482 | 29 | Unemployed | 2,119 | Married | 0 | 337 | 3,487 | 500 | 2 | 2,059 | Emergency Fund | 1 | 1,366 | 4 | 7 | 6 | 6 | Email | Monthly | 2025-05-13 | 37 | budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds | 3 |
C3483 | 40 | Salaried | 79,381 | Married | 1 | 429 | 236,342 | 6,619 | 3 | 154,561 | Wealth Accumulation | 3 | 60,148 | 6 | 8 | 6 | 6 | Email | Ad-hoc | 2025-01-19 | 35 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3484 | 79 | Retired | 60,030 | Married | 2 | 421 | 35,738 | 5,214 | 3 | 561,182 | Healthcare | 3 | 124,195 | 3 | 9 | 7 | 7 | Email | Quarterly | 2024-09-30 | 42 | tax optimization;estate planning;credit score;college funding;medicare | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3485 | 35 | Unemployed | 3,019 | Single | 0 | 375 | 4,346 | 500 | 2 | 4,323 | Education | 2 | 162,487 | 5 | 8 | 5 | 6 | App | Quarterly | 2024-09-23 | 47 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3486 | 69 | Retired | 56,071 | Single | 0 | 429 | 64,325 | 4,413 | 3 | 261,358 | Estate Planning | 10 | 1,562,422 | 5 | 6 | 6 | 7 | Phone | Quarterly | 2025-04-08 | 48 | budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds | 3 |
C3487 | 67 | Retired | 39,290 | Single | 0 | 391 | 11,624 | 2,511 | 4 | 247,278 | Estate Planning | 3 | 142,789 | 5 | 9 | 6 | 6 | In-Person | Biannual | 2025-06-05 | 36 | tax optimization;estate planning;long-term care;emergency fund | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3488 | 29 | Salaried | 83,851 | Married | 0 | 457 | 48,498 | 4,572 | 0 | 50,884 | Retirement | 40 | 4,040,998 | 9 | 7 | 1 | 8 | App | Annual | 2024-10-06 | 42 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 4 |
C3489 | 53 | Salaried | 119,301 | Divorced | 0 | 462 | 44,358 | 7,931 | 7 | 385,059 | Retirement | 11 | 2,763,861 | 3 | 8 | 7 | 5 | In-Person | Quarterly | 2025-07-10 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 2 |
C3490 | 60 | Retired | 90,644 | Married | 1 | 424 | 41,989 | 7,038 | 5 | 286,831 | Healthcare | 20 | 279,860 | 2 | 6 | 8 | 7 | Email | Monthly | 2025-07-10 | 40 | budgeting;savings strategies;long-term care;tax strategies | treasury bonds;money market;CDs | 3 |
C3491 | 65 | Salaried | 203,904 | Single | 0 | 474 | 196,483 | 10,975 | 3 | 993,785 | Healthcare | 10 | 209,122 | 8 | 8 | 4 | 6 | In-Person | Quarterly | 2025-09-25 | 37 | tax optimization;estate planning;medicare;business succession | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3492 | 84 | Retired | 54,034 | Divorced | 0 | 402 | 29,608 | 3,728 | 3 | 373,038 | Retirement | 1 | 658,076 | 5 | 6 | 6 | 5 | In-Person | Quarterly | 2024-12-01 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C3493 | 63 | Salaried | 215,882 | Married | 1 | 444 | 111,000 | 12,574 | 4 | 1,191,395 | Healthcare | 7 | 247,875 | 5 | 10 | 5 | 3 | Chat | Monthly | 2024-08-03 | 34 | tax optimization;estate planning;long-term care;social security;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3494 | 52 | Salaried | 222,529 | Married | 1 | 474 | 128,336 | 18,306 | 3 | 593,207 | Healthcare | 10 | 134,572 | 6 | 7 | 4 | 5 | Chat | Ad-hoc | 2025-02-07 | 32 | budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds | 4 |
C3495 | 37 | Salaried | 239,975 | Married | 1 | 489 | 446,517 | 12,535 | 3 | 337,730 | Business Investment | 3 | 452,254 | 8 | 6 | 4 | 8 | Email | Ad-hoc | 2024-08-23 | 45 | budgeting;savings strategies;medicare;credit score | growth stocks;sector ETFs;crypto assets | 3 |
C3496 | 61 | Retired | 62,260 | Single | 0 | 440 | 98,117 | 3,948 | 5 | 240,117 | Retirement | 1 | 631,047 | 3 | 5 | 8 | 4 | Chat | Annual | 2024-09-20 | 29 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C3497 | 73 | Retired | 56,493 | Married | 1 | 377 | 64,523 | 4,652 | 3 | 318,755 | Healthcare | 7 | 95,575 | 4 | 6 | 7 | 6 | Email | Monthly | 2025-12-19 | 32 | budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds | 3 |
C3498 | 66 | Retired | 27,373 | Married | 0 | 393 | 29,954 | 2,914 | 5 | 165,525 | Estate Planning | 3 | 1,815,361 | 1 | 8 | 10 | 4 | In-Person | Biannual | 2024-09-07 | 37 | tax optimization;estate planning;retirement income;credit score | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3499 | 76 | Retired | 17,032 | Widowed | 1 | 400 | 14,888 | 1,668 | 5 | 145,997 | Healthcare | 5 | 100,646 | 1 | 7 | 10 | 7 | Email | Quarterly | 2025-12-02 | 44 | budgeting;savings strategies;tax strategies;retirement income | treasury bonds;money market;CDs | 3 |
C3500 | 62 | Salaried | 66,055 | Married | 0 | 419 | 90,470 | 6,379 | 5 | 295,264 | Retirement | 1 | 726,545 | 4 | 7 | 8 | 3 | Phone | Annual | 2025-05-05 | 20 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.