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
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C0001
| 23
|
Salaried
| 61,514
|
Married
| 0
| 412
| 35,514
| 5,460
| 3
| 11,708
|
Emergency Fund
| 1
| 36,102
| 7
| 6
| 4
| 7
|
App
|
Annual
|
2024-12-14
| 45
|
budgeting;savings strategies;risk management;credit score
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0002
| 63
|
Retired
| 60,350
|
Married
| 2
| 422
| 19,726
| 7,008
| 4
| 255,986
|
Retirement
| 7
| 914,284
| 4
| 9
| 7
| 3
|
Email
|
Biannual
|
2025-02-27
| 32
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 2
|
C0003
| 64
|
Salaried
| 200,387
|
Married
| 1
| 466
| 166,369
| 13,570
| 4
| 1,201,099
|
Wealth Accumulation
| 5
| 91,535
| 6
| 9
| 5
| 7
|
Phone
|
Quarterly
|
2025-02-05
| 55
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0004
| 64
|
Retired
| 96,194
|
Married
| 2
| 429
| 61,201
| 7,544
| 4
| 471,973
|
Healthcare
| 10
| 155,539
| 4
| 5
| 6
| 4
|
Email
|
Biannual
|
2025-10-26
| 25
|
budgeting;savings strategies;charitable giving;insurance review;medicare
|
index funds;blue-chip stocks;corporate bonds
| 3
|
C0005
| 63
|
Self-Employed
| 121,501
|
Married
| 2
| 450
| 143,883
| 11,000
| 8
| 804,151
|
Retirement
| 2
| 1,611,109
| 4
| 9
| 8
| 6
|
Phone
|
Biannual
|
2024-07-04
| 44
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA
| 3
|
C0006
| 37
|
Self-Employed
| 69,968
|
Single
| 0
| 455
| 113,488
| 4,421
| 1
| 74,398
|
Business Investment
| 20
| 380,079
| 9
| 6
| 2
| 6
|
App
|
Biannual
|
2025-08-16
| 44
|
budgeting;savings strategies;estate planning;college funding;retirement income
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0007
| 59
|
Salaried
| 42,862
|
Married
| 1
| 468
| 27,312
| 4,025
| 5
| 119,306
|
Estate Planning
| 7
| 561,694
| 3
| 8
| 8
| 6
|
Phone
|
Monthly
|
2024-10-08
| 34
|
tax optimization;estate planning;tax strategies;college funding
|
treasury bonds;money market;CDs;tax-efficient funds
| 3
|
C0008
| 25
|
Salaried
| 55,953
|
Married
| 0
| 404
| 81,184
| 4,596
| 4
| 15,642
|
Retirement
| 43
| 3,364,106
| 6
| 7
| 6
| 5
|
Chat
|
Annual
|
2025-03-03
| 29
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 3
|
C0009
| 46
|
Salaried
| 157,221
|
Married
| 1
| 493
| 379,449
| 13,160
| 5
| 277,708
|
Wealth Accumulation
| 3
| 180,314
| 6
| 10
| 5
| 6
|
App
|
Annual
|
2024-12-12
| 37
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0010
| 58
|
Salaried
| 190,030
|
Single
| 0
| 463
| 100,461
| 9,550
| 7
| 840,439
|
Retirement
| 3
| 1,985,517
| 4
| 9
| 7
| 4
|
In-Person
|
Annual
|
2024-10-14
| 27
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA
| 2
|
C0011
| 45
|
Salaried
| 195,029
|
Married
| 1
| 454
| 567,890
| 17,990
| 3
| 471,058
|
Business Investment
| 10
| 86,169
| 9
| 8
| 3
| 5
|
Email
|
Quarterly
|
2025-06-20
| 31
|
tax optimization;estate planning;tax-efficient investing;risk management;social security
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0012
| 62
|
Salaried
| 47,064
|
Married
| 0
| 437
| 42,973
| 4,361
| 6
| 227,822
|
Healthcare
| 15
| 195,627
| 2
| 5
| 10
| 8
|
Email
|
Monthly
|
2025-05-15
| 42
|
budgeting;savings strategies;tax-efficient investing
|
treasury bonds;money market;CDs
| 3
|
C0013
| 57
|
Self-Employed
| 125,910
|
Divorced
| 0
| 442
| 136,946
| 5,171
| 4
| 453,667
|
Estate Planning
| 15
| 606,930
| 7
| 9
| 5
| 7
|
In-Person
|
Quarterly
|
2024-08-12
| 54
|
tax optimization;estate planning;investment allocation
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0014
| 36
|
Salaried
| 125,248
|
Single
| 0
| 458
| 325,907
| 7,183
| 2
| 132,487
|
Retirement
| 28
| 3,880,372
| 6
| 9
| 4
| 8
|
App
|
Monthly
|
2025-05-21
| 51
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA
| 3
|
C0015
| 21
|
Student
| 18,571
|
Married
| 0
| 392
| 18,296
| 1,773
| 2
| 4,751
|
Travel
| 5
| 21,932
| 6
| 4
| 5
| 5
|
Chat
|
Biannual
|
2025-05-08
| 26
|
budgeting;savings strategies;risk management
|
index funds;blue-chip stocks;corporate bonds
| 3
|
C0016
| 61
|
Unemployed
| 1,750
|
Married
| 1
| 375
| 735
| 500
| 4
| 4,715
|
Wealth Accumulation
| 10
| 1,220
| 3
| 8
| 8
| 7
|
Email
|
Quarterly
|
2025-03-11
| 54
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
treasury bonds;money market;CDs;tax-efficient funds
| 3
|
C0017
| 46
|
Salaried
| 225,123
|
Married
| 2
| 508
| 406,704
| 22,894
| 1
| 588,164
|
Wealth Accumulation
| 7
| 319,322
| 9
| 9
| 1
| 5
|
App
|
Ad-hoc
|
2025-05-24
| 44
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0018
| 65
|
Retired
| 56,689
|
Married
| 2
| 423
| 54,426
| 5,883
| 5
| 269,864
|
Estate Planning
| 5
| 539,396
| 1
| 7
| 10
| 5
|
In-Person
|
Biannual
|
2024-09-07
| 32
|
budgeting;savings strategies;retirement income;college funding
|
treasury bonds;money market;CDs
| 3
|
C0019
| 64
|
Unemployed
| 4,716
|
Single
| 0
| 370
| 4,417
| 500
| 3
| 3,227
|
Estate Planning
| 7
| 618,577
| 4
| 7
| 7
| 7
|
Phone
|
Quarterly
|
2025-08-22
| 47
|
budgeting;savings strategies;tax-efficient investing;credit score
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0020
| 56
|
Unemployed
| 3,511
|
Married
| 0
| 362
| 2,522
| 500
| 3
| 254
|
Retirement
| 5
| 52,039
| 2
| 8
| 9
| 7
|
In-Person
|
Quarterly
|
2025-06-27
| 40
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
treasury bonds;money market;CDs;Roth IRA
| 4
|
C0021
| 34
|
Salaried
| 99,494
|
Divorced
| 1
| 461
| 172,147
| 5,676
| 3
| 68,156
|
Home Purchase
| 3
| 555,686
| 6
| 9
| 5
| 7
|
In-Person
|
Monthly
|
2025-07-23
| 46
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;high-yield savings
| 3
|
C0022
| 65
|
Self-Employed
| 54,804
|
Married
| 1
| 417
| 14,522
| 4,999
| 4
| 247,274
|
Estate Planning
| 5
| 434,660
| 5
| 7
| 6
| 7
|
Phone
|
Biannual
|
2025-11-11
| 43
|
budgeting;savings strategies;social security;risk management;estate planning
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0023
| 67
|
Retired
| 100,777
|
Married
| 0
| 414
| 65,294
| 6,986
| 6
| 453,292
|
Estate Planning
| 5
| 558,576
| 2
| 9
| 10
| 6
|
Phone
|
Monthly
|
2025-03-07
| 46
|
tax optimization;estate planning;business succession;retirement income;charitable giving
|
treasury bonds;money market;CDs;tax-efficient funds
| 3
|
C0024
| 41
|
Salaried
| 191,264
|
Married
| 2
| 490
| 388,636
| 16,601
| 4
| 247,163
|
Business Investment
| 10
| 103,855
| 6
| 9
| 5
| 7
|
Phone
|
Quarterly
|
2025-12-23
| 49
|
tax optimization;estate planning;tax-efficient investing
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0025
| 56
|
Salaried
| 59,925
|
Single
| 0
| 457
| 17,726
| 3,956
| 5
| 203,992
|
Retirement
| 11
| 1,064,168
| 3
| 7
| 8
| 8
|
Email
|
Quarterly
|
2024-08-27
| 42
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
treasury bonds;money market;CDs;Roth IRA
| 3
|
C0026
| 34
|
Unemployed
| 3,626
|
Married
| 1
| 354
| 11,896
| 500
| 2
| 3,719
|
Retirement
| 28
| 123,450
| 5
| 7
| 5
| 5
|
App
|
Quarterly
|
2025-08-26
| 33
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 2
|
C0027
| 65
|
Salaried
| 212,605
|
Single
| 1
| 477
| 79,222
| 11,977
| 5
| 1,019,671
|
Retirement
| 1
| 2,281,735
| 4
| 6
| 8
| 6
|
Phone
|
Quarterly
|
2025-08-20
| 43
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
index funds;blue-chip stocks;corporate bonds;traditional IRA
| 2
|
C0028
| 60
|
Self-Employed
| 50,459
|
Married
| 1
| 453
| 23,306
| 4,035
| 4
| 227,736
|
Wealth Accumulation
| 20
| 50,669
| 5
| 6
| 7
| 5
|
Phone
|
Quarterly
|
2024-10-19
| 36
|
investment strategies;budgeting;savings strategies;tax strategies;long-term care
|
index funds;blue-chip stocks;corporate bonds
| 3
|
C0029
| 18
|
Student
| 7,485
|
Married
| 1
| 316
| 12,962
| 935
| 2
| 1,960
|
Travel
| 3
| 10,088
| 6
| 4
| 5
| 7
|
Email
|
Annual
|
2025-09-25
| 43
|
budgeting;savings strategies;emergency fund;insurance review
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0030
| 41
|
Salaried
| 65,610
|
Married
| 3
| 463
| 210,263
| 7,390
| 3
| 127,298
|
Business Investment
| 5
| 280,119
| 7
| 9
| 4
| 7
|
Email
|
Annual
|
2025-12-06
| 52
|
tax optimization;estate planning;tax-efficient investing
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 2
|
C0031
| 54
|
Self-Employed
| 204,456
|
Married
| 1
| 475
| 167,407
| 16,761
| 4
| 807,491
|
Retirement
| 9
| 3,996,227
| 7
| 9
| 4
| 5
|
Email
|
Biannual
|
2024-08-17
| 35
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;backdoor Roth IRA
| 2
|
C0032
| 53
|
Salaried
| 193,001
|
Widowed
| 0
| 516
| 152,880
| 10,919
| 3
| 371,862
|
Travel
| 1
| 22,317
| 5
| 9
| 5
| 5
|
In-Person
|
Annual
|
2025-07-28
| 44
|
tax optimization;estate planning;business succession;charitable giving;retirement income
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0033
| 36
|
Self-Employed
| 91,122
|
Married
| 2
| 428
| 265,262
| 5,444
| 1
| 117,477
|
Home Purchase
| 3
| 571,279
| 8
| 7
| 3
| 5
|
Email
|
Quarterly
|
2025-07-30
| 35
|
mortgage options;down payment;budgeting;savings strategies;college funding
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 3
|
C0034
| 51
|
Self-Employed
| 301,307
|
Married
| 1
| 483
| 384,148
| 16,771
| 1
| 969,686
|
Travel
| 3
| 7,666
| 9
| 9
| 2
| 5
|
Phone
|
Quarterly
|
2025-05-02
| 45
|
tax optimization;estate planning;insurance review;long-term care
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 2
|
C0035
| 60
|
Salaried
| 126,643
|
Married
| 0
| 447
| 137,266
| 8,615
| 4
| 593,655
|
Estate Planning
| 10
| 686,972
| 6
| 10
| 6
| 6
|
Phone
|
Monthly
|
2024-11-15
| 37
|
tax optimization;estate planning;tax strategies;business succession
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0036
| 55
|
Self-Employed
| 115,373
|
Married
| 2
| 480
| 162,450
| 9,706
| 6
| 458,412
|
Healthcare
| 10
| 149,352
| 5
| 7
| 7
| 5
|
In-Person
|
Monthly
|
2024-10-04
| 37
|
budgeting;savings strategies;risk management
|
index funds;blue-chip stocks;corporate bonds
| 3
|
C0037
| 59
|
Self-Employed
| 211,761
|
Married
| 0
| 473
| 138,383
| 9,349
| 4
| 1,079,468
|
Healthcare
| 5
| 61,336
| 7
| 10
| 4
| 7
|
Email
|
Ad-hoc
|
2024-10-30
| 41
|
tax optimization;estate planning;credit score;college funding;retirement income
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0038
| 24
|
Student
| 14,569
|
Married
| 1
| 353
| 10,329
| 1,779
| 3
| 174
|
Travel
| 2
| 29,446
| 6
| 7
| 6
| 5
|
App
|
Quarterly
|
2025-01-14
| 40
|
budgeting;savings strategies;emergency fund;medicare
|
index funds;blue-chip stocks;corporate bonds
| 2
|
C0039
| 43
|
Salaried
| 181,620
|
Single
| 1
| 462
| 311,653
| 11,813
| 2
| 239,119
|
Retirement
| 21
| 6,302,499
| 9
| 7
| 3
| 5
|
Email
|
Annual
|
2024-11-15
| 27
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
growth stocks;sector ETFs;crypto assets;traditional IRA
| 3
|
C0040
| 76
|
Retired
| 64,845
|
Single
| 0
| 433
| 72,546
| 3,962
| 2
| 403,859
|
Healthcare
| 20
| 261,824
| 6
| 8
| 5
| 6
|
Phone
|
Quarterly
|
2025-10-01
| 34
|
tax optimization;estate planning;tax strategies
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0041
| 55
|
Unemployed
| 4,893
|
Married
| 1
| 346
| 5,820
| 544
| 3
| 3,885
|
Retirement
| 8
| 85,037
| 3
| 8
| 8
| 7
|
In-Person
|
Quarterly
|
2024-10-09
| 42
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
treasury bonds;money market;CDs;Roth IRA
| 3
|
C0042
| 27
|
Salaried
| 64,902
|
Divorced
| 0
| 429
| 93,126
| 3,645
| 3
| 22,457
|
Wealth Accumulation
| 3
| 50,377
| 7
| 8
| 5
| 6
|
App
|
Quarterly
|
2025-12-05
| 36
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0043
| 58
|
Self-Employed
| 49,827
|
Single
| 0
| 425
| 52,871
| 3,415
| 4
| 251,006
|
Retirement
| 4
| 764,815
| 5
| 7
| 7
| 6
|
Chat
|
Quarterly
|
2025-02-09
| 37
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 3
|
C0044
| 58
|
Unemployed
| 1,289
|
Single
| 0
| 362
| 1,532
| 500
| 4
| 1,730
|
Retirement
| 6
| 22,094
| 2
| 6
| 10
| 4
|
Phone
|
Annual
|
2025-05-15
| 22
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
treasury bonds;money market;CDs;Roth IRA
| 2
|
C0045
| 38
|
Salaried
| 184,050
|
Married
| 1
| 471
| 494,557
| 12,490
| 5
| 233,536
|
Home Purchase
| 1
| 871,500
| 6
| 7
| 5
| 6
|
App
|
Monthly
|
2025-09-04
| 35
|
mortgage options;down payment;budgeting;savings strategies;insurance review
|
index funds;blue-chip stocks;corporate bonds;high-yield savings
| 3
|
C0046
| 27
|
Self-Employed
| 235,928
|
Married
| 1
| 433
| 238,105
| 14,941
| 3
| 139,288
|
Emergency Fund
| 1
| 228,535
| 8
| 8
| 3
| 6
|
Email
|
Quarterly
|
2024-10-17
| 35
|
tax optimization;estate planning;credit score
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0047
| 62
|
Salaried
| 262,962
|
Married
| 1
| 485
| 190,258
| 23,067
| 6
| 1,236,873
|
Wealth Accumulation
| 7
| 225,251
| 5
| 9
| 6
| 6
|
Email
|
Monthly
|
2024-08-11
| 35
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0048
| 24
|
Student
| 23,958
|
Married
| 0
| 366
| 36,553
| 2,621
| 2
| 2,771
|
Debt Reduction
| 1
| 35,198
| 8
| 5
| 4
| 8
|
App
|
Biannual
|
2025-09-26
| 45
|
debt payoff strategies;budgeting;savings strategies;credit score;estate planning
|
growth stocks;sector ETFs;crypto assets;debt consolidation loan
| 4
|
C0049
| 23
|
Unemployed
| 539
|
Married
| 0
| 312
| 1,036
| 500
| 1
| 4,312
|
Education
| 3
| 172,738
| 7
| 7
| 4
| 7
|
Email
|
Quarterly
|
2024-09-28
| 40
|
education savings;529 plans;budgeting;savings strategies;medicare
|
growth stocks;sector ETFs;crypto assets;529 plan
| 3
|
C0050
| 63
|
Salaried
| 50,347
|
Married
| 0
| 440
| 29,496
| 4,192
| 5
| 248,929
|
Healthcare
| 10
| 181,632
| 3
| 7
| 9
| 6
|
In-Person
|
Annual
|
2024-11-15
| 40
|
budgeting;savings strategies;credit score
|
treasury bonds;money market;CDs
| 3
|
C0051
| 50
|
Salaried
| 221,370
|
Single
| 0
| 495
| 98,568
| 9,952
| 3
| 541,825
|
Healthcare
| 7
| 160,149
| 8
| 9
| 4
| 4
|
In-Person
|
Quarterly
|
2025-11-30
| 33
|
tax optimization;estate planning;tax-efficient investing
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 2
|
C0052
| 63
|
Salaried
| 77,929
|
Married
| 1
| 428
| 54,261
| 3,928
| 4
| 272,242
|
Retirement
| 2
| 1,096,169
| 3
| 7
| 9
| 4
|
Phone
|
Biannual
|
2025-07-21
| 25
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
treasury bonds;money market;CDs;Roth IRA
| 2
|
C0053
| 31
|
Self-Employed
| 293,787
|
Single
| 0
| 425
| 849,056
| 16,530
| 4
| 178,774
|
Debt Reduction
| 2
| 251,616
| 7
| 6
| 5
| 7
|
Email
|
Quarterly
|
2025-10-15
| 34
|
debt payoff strategies;budgeting;savings strategies;social security;retirement income
|
growth stocks;sector ETFs;crypto assets;debt consolidation loan
| 3
|
C0054
| 40
|
Salaried
| 109,589
|
Married
| 1
| 454
| 153,378
| 8,448
| 5
| 147,864
|
Home Purchase
| 5
| 753,167
| 6
| 10
| 5
| 6
|
Email
|
Quarterly
|
2024-09-11
| 42
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;high-yield savings
| 3
|
C0055
| 44
|
Salaried
| 96,904
|
Married
| 2
| 448
| 258,193
| 9,574
| 2
| 201,321
|
Retirement
| 16
| 2,333,661
| 7
| 8
| 4
| 4
|
Email
|
Biannual
|
2025-10-31
| 27
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;Roth IRA
| 3
|
C0056
| 29
|
Self-Employed
| 246,369
|
Married
| 2
| 448
| 342,322
| 20,353
| 1
| 157,131
|
Debt Reduction
| 3
| 189,872
| 10
| 7
| 1
| 7
|
App
|
Quarterly
|
2025-06-04
| 46
|
debt payoff strategies;budgeting;savings strategies;college funding;social security
|
growth stocks;sector ETFs;crypto assets;debt consolidation loan
| 4
|
C0057
| 61
|
Retired
| 119,459
|
Married
| 0
| 420
| 128,395
| 10,308
| 6
| 463,199
|
Wealth Accumulation
| 10
| 115,204
| 4
| 10
| 6
| 3
|
Email
|
Biannual
|
2025-07-14
| 28
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 2
|
C0058
| 58
|
Salaried
| 131,225
|
Single
| 0
| 470
| 130,721
| 5,099
| 8
| 519,983
|
Healthcare
| 10
| 299,657
| 3
| 9
| 8
| 4
|
Email
|
Biannual
|
2024-09-17
| 32
|
tax optimization;estate planning;retirement income;emergency fund;long-term care
|
treasury bonds;money market;CDs;tax-efficient funds
| 3
|
C0059
| 57
|
Salaried
| 89,944
|
Married
| 2
| 465
| 54,675
| 8,142
| 3
| 319,552
|
Healthcare
| 7
| 295,752
| 6
| 8
| 5
| 4
|
Email
|
Ad-hoc
|
2024-09-09
| 28
|
tax optimization;estate planning;business succession;retirement income;social security
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 2
|
C0060
| 42
|
Salaried
| 224,061
|
Married
| 1
| 488
| 419,955
| 18,824
| 3
| 329,356
|
Retirement
| 20
| 5,812,949
| 7
| 10
| 3
| 4
|
In-Person
|
Biannual
|
2025-12-17
| 40
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;backdoor Roth IRA
| 2
|
C0061
| 61
|
Self-Employed
| 135,733
|
Married
| 1
| 481
| 145,493
| 7,908
| 3
| 809,155
|
Healthcare
| 7
| 212,782
| 6
| 10
| 4
| 3
|
In-Person
|
Annual
|
2024-08-04
| 29
|
tax optimization;estate planning;social security;risk management;long-term care
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0062
| 69
|
Retired
| 37,008
|
Married
| 1
| 395
| 48,371
| 3,255
| 3
| 261,693
|
Estate Planning
| 5
| 559,301
| 5
| 7
| 6
| 7
|
Email
|
Monthly
|
2024-11-25
| 36
|
budgeting;savings strategies;tax strategies;charitable giving
|
index funds;blue-chip stocks;corporate bonds
| 3
|
C0063
| 42
|
Salaried
| 99,749
|
Divorced
| 0
| 452
| 203,546
| 5,035
| 2
| 145,609
|
Retirement
| 22
| 3,185,448
| 6
| 8
| 4
| 6
|
In-Person
|
Biannual
|
2025-10-28
| 37
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 2
|
C0064
| 47
|
Self-Employed
| 133,286
|
Married
| 0
| 475
| 293,699
| 7,317
| 4
| 416,049
|
Wealth Accumulation
| 7
| 211,971
| 8
| 8
| 4
| 6
|
Phone
|
Quarterly
|
2025-12-07
| 39
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 2
|
C0065
| 25
|
Student
| 7,400
|
Single
| 0
| 377
| 14,018
| 631
| 2
| 4,738
|
Debt Reduction
| 1
| 7,376
| 7
| 7
| 4
| 7
|
App
|
Monthly
|
2025-05-15
| 49
|
debt payoff strategies;budgeting;savings strategies;charitable giving;long-term care
|
growth stocks;sector ETFs;crypto assets;debt consolidation loan
| 2
|
C0066
| 34
|
Unemployed
| 1,396
|
Married
| 1
| 342
| 2,760
| 500
| 3
| 2,662
|
Debt Reduction
| 1
| 2,143
| 2
| 8
| 8
| 4
|
App
|
Quarterly
|
2025-10-29
| 35
|
debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning
|
treasury bonds;money market;CDs;debt consolidation loan
| 2
|
C0067
| 76
|
Retired
| 67,753
|
Married
| 1
| 420
| 85,780
| 6,474
| 5
| 509,327
|
Healthcare
| 20
| 295,565
| 2
| 7
| 10
| 4
|
In-Person
|
Quarterly
|
2025-11-16
| 26
|
budgeting;savings strategies;retirement income;business succession
|
treasury bonds;money market;CDs
| 3
|
C0068
| 24
|
Student
| 13,521
|
Divorced
| 2
| 379
| 12,420
| 1,249
| 1
| 3,385
|
Education
| 3
| 124,013
| 7
| 5
| 3
| 7
|
App
|
Biannual
|
2025-03-06
| 35
|
education savings;529 plans;budgeting;savings strategies;tax-efficient investing
|
growth stocks;sector ETFs;crypto assets;529 plan
| 4
|
C0069
| 52
|
Self-Employed
| 41,219
|
Single
| 1
| 472
| 35,058
| 3,442
| 2
| 148,599
|
Wealth Accumulation
| 10
| 29,139
| 7
| 8
| 4
| 3
|
In-Person
|
Ad-hoc
|
2024-08-11
| 30
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0070
| 85
|
Retired
| 37,384
|
Married
| 0
| 364
| 29,967
| 2,998
| 4
| 371,662
|
Estate Planning
| 5
| 314,028
| 3
| 8
| 9
| 7
|
Email
|
Monthly
|
2025-03-24
| 50
|
tax optimization;estate planning;business succession
|
treasury bonds;money market;CDs;tax-efficient funds
| 3
|
C0071
| 33
|
Salaried
| 161,190
|
Married
| 1
| 437
| 592,127
| 8,910
| 1
| 121,633
|
Home Purchase
| 3
| 902,213
| 9
| 7
| 2
| 6
|
App
|
Quarterly
|
2025-07-07
| 42
|
mortgage options;down payment;budgeting;savings strategies;medicare
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 2
|
C0072
| 22
|
Student
| 9,709
|
Married
| 0
| 353
| 17,723
| 1,055
| 2
| 4,486
|
Travel
| 1
| 11,186
| 6
| 6
| 5
| 7
|
Phone
|
Annual
|
2024-09-25
| 42
|
budgeting;savings strategies;long-term care;estate planning;emergency fund
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0073
| 21
|
Student
| 10,795
|
Married
| 0
| 354
| 8,979
| 1,166
| 1
| 493
|
Education
| 3
| 161,484
| 7
| 4
| 4
| 6
|
Phone
|
Quarterly
|
2024-07-07
| 36
|
education savings;529 plans;budgeting;savings strategies;emergency fund
|
growth stocks;sector ETFs;crypto assets;529 plan
| 3
|
C0074
| 52
|
Salaried
| 228,601
|
Single
| 0
| 486
| 301,921
| 14,399
| 3
| 620,764
|
Healthcare
| 7
| 213,383
| 7
| 10
| 4
| 6
|
Phone
|
Quarterly
|
2025-08-10
| 45
|
tax optimization;estate planning;investment allocation;insurance review;charitable giving
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0075
| 77
|
Retired
| 59,205
|
Married
| 0
| 376
| 19,922
| 6,070
| 5
| 510,685
|
Healthcare
| 7
| 161,610
| 4
| 9
| 8
| 4
|
In-Person
|
Ad-hoc
|
2025-03-11
| 36
|
tax optimization;estate planning;retirement income;investment allocation
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 2
|
C0076
| 54
|
Salaried
| 240,366
|
Widowed
| 0
| 476
| 122,008
| 15,106
| 4
| 752,297
|
Estate Planning
| 15
| 1,831,997
| 6
| 8
| 5
| 3
|
In-Person
|
Annual
|
2025-11-23
| 21
|
tax optimization;estate planning;long-term care;tax-efficient investing
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 2
|
C0077
| 64
|
Retired
| 91,828
|
Married
| 2
| 456
| 60,952
| 6,888
| 5
| 467,993
|
Retirement
| 1
| 1,069,383
| 3
| 7
| 8
| 5
|
App
|
Annual
|
2024-10-06
| 34
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
treasury bonds;money market;CDs;Roth IRA
| 2
|
C0078
| 34
|
Salaried
| 223,617
|
Divorced
| 1
| 493
| 311,146
| 15,270
| 2
| 200,926
|
Home Purchase
| 5
| 981,181
| 9
| 7
| 3
| 6
|
In-Person
|
Monthly
|
2025-04-19
| 37
|
mortgage options;down payment;budgeting;savings strategies;medicare
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 3
|
C0079
| 52
|
Salaried
| 95,707
|
Married
| 1
| 454
| 25,784
| 6,552
| 3
| 261,777
|
Retirement
| 17
| 2,928,664
| 5
| 8
| 6
| 3
|
Phone
|
Annual
|
2025-06-14
| 23
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 3
|
C0080
| 32
|
Self-Employed
| 142,457
|
Single
| 0
| 413
| 409,799
| 7,108
| 1
| 121,976
|
Retirement
| 29
| 6,016,221
| 8
| 7
| 2
| 5
|
Email
|
Monthly
|
2025-07-21
| 28
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
growth stocks;sector ETFs;crypto assets;traditional IRA
| 3
|
C0081
| 60
|
Retired
| 98,835
|
Single
| 0
| 465
| 117,830
| 6,181
| 2
| 477,855
|
Retirement
| 5
| 1,344,546
| 6
| 8
| 4
| 6
|
Phone
|
Quarterly
|
2025-08-23
| 40
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 2
|
C0082
| 27
|
Salaried
| 136,143
|
Married
| 0
| 437
| 181,821
| 6,378
| 2
| 74,145
|
Home Purchase
| 7
| 809,867
| 9
| 9
| 3
| 8
|
Email
|
Monthly
|
2024-09-18
| 56
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 3
|
C0083
| 35
|
Salaried
| 246,712
|
Married
| 3
| 475
| 743,777
| 20,481
| 3
| 260,864
|
Business Investment
| 10
| 255,388
| 9
| 8
| 3
| 5
|
Chat
|
Quarterly
|
2025-09-24
| 32
|
tax optimization;estate planning;tax strategies
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0084
| 23
|
Self-Employed
| 194,909
|
Married
| 0
| 443
| 249,852
| 14,927
| 1
| 44,517
|
Education
| 3
| 159,872
| 10
| 7
| 1
| 6
|
App
|
Quarterly
|
2025-07-08
| 32
|
education savings;529 plans;budgeting;savings strategies;risk management
|
growth stocks;sector ETFs;crypto assets;529 plan
| 3
|
C0085
| 33
|
Salaried
| 176,034
|
Married
| 0
| 466
| 620,658
| 8,757
| 6
| 134,160
|
Retirement
| 30
| 7,244,039
| 5
| 8
| 7
| 7
|
Email
|
Quarterly
|
2024-11-23
| 41
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA
| 2
|
C0086
| 85
|
Retired
| 32,779
|
Single
| 0
| 348
| 27,565
| 2,397
| 5
| 262,997
|
Healthcare
| 15
| 264,877
| 2
| 7
| 10
| 5
|
Chat
|
Quarterly
|
2025-05-28
| 35
|
budgeting;savings strategies;investment allocation;college funding;estate planning
|
treasury bonds;money market;CDs
| 2
|
C0087
| 78
|
Retired
| 44,644
|
Married
| 1
| 398
| 61,606
| 3,771
| 3
| 268,886
|
Healthcare
| 10
| 257,820
| 5
| 5
| 6
| 8
|
Email
|
Biannual
|
2025-08-26
| 48
|
budgeting;savings strategies;medicare
|
index funds;blue-chip stocks;corporate bonds
| 3
|
C0088
| 85
|
Retired
| 58,778
|
Married
| 1
| 397
| 39,190
| 6,066
| 3
| 623,026
|
Travel
| 1
| 11,205
| 6
| 9
| 6
| 5
|
In-Person
|
Quarterly
|
2024-08-18
| 38
|
tax optimization;estate planning;long-term care;tax-efficient investing;college funding
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0089
| 22
|
Salaried
| 164,348
|
Single
| 0
| 429
| 214,678
| 8,535
| 2
| 24,934
|
Education
| 7
| 111,009
| 9
| 5
| 3
| 7
|
In-Person
|
Biannual
|
2025-06-25
| 36
|
education savings;529 plans;budgeting;savings strategies;business succession
|
growth stocks;sector ETFs;crypto assets;529 plan
| 3
|
C0090
| 70
|
Retired
| 94,006
|
Single
| 1
| 440
| 45,205
| 5,633
| 5
| 649,428
|
Estate Planning
| 5
| 1,316,909
| 2
| 7
| 10
| 4
|
Phone
|
Biannual
|
2025-01-22
| 28
|
budgeting;savings strategies;tax strategies;insurance review
|
treasury bonds;money market;CDs
| 3
|
C0091
| 58
|
Salaried
| 91,486
|
Single
| 0
| 463
| 84,591
| 3,513
| 3
| 367,574
|
Wealth Accumulation
| 10
| 131,176
| 5
| 9
| 6
| 4
|
In-Person
|
Biannual
|
2024-09-28
| 35
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 2
|
C0092
| 24
|
Student
| 13,149
|
Married
| 0
| 392
| 26,861
| 1,435
| 3
| 4,003
|
Education
| 3
| 105,670
| 6
| 3
| 5
| 6
|
App
|
Annual
|
2025-12-03
| 32
|
education savings;529 plans;budgeting;savings strategies;medicare
|
index funds;blue-chip stocks;corporate bonds;529 plan
| 3
|
C0093
| 27
|
Salaried
| 86,710
|
Married
| 1
| 429
| 129,678
| 5,788
| 3
| 34,283
|
Debt Reduction
| 3
| 113,855
| 7
| 8
| 4
| 5
|
Phone
|
Biannual
|
2025-09-28
| 36
|
debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;debt consolidation loan
| 3
|
C0094
| 50
|
Salaried
| 66,975
|
Married
| 2
| 492
| 77,740
| 7,187
| 3
| 172,968
|
Wealth Accumulation
| 15
| 95,336
| 6
| 9
| 5
| 6
|
Phone
|
Monthly
|
2024-12-23
| 39
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 2
|
C0095
| 30
|
Salaried
| 66,504
|
Widowed
| 2
| 416
| 102,919
| 5,579
| 3
| 34,887
|
Retirement
| 40
| 3,211,112
| 5
| 9
| 6
| 4
|
App
|
Annual
|
2024-10-07
| 31
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 2
|
C0096
| 51
|
Salaried
| 65,243
|
Married
| 1
| 469
| 41,248
| 7,576
| 5
| 137,316
|
Retirement
| 19
| 2,090,525
| 4
| 9
| 7
| 5
|
Email
|
Biannual
|
2025-10-17
| 30
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 3
|
C0097
| 63
|
Salaried
| 111,623
|
Married
| 1
| 467
| 46,788
| 6,144
| 5
| 429,959
|
Wealth Accumulation
| 3
| 113,037
| 4
| 10
| 6
| 6
|
Email
|
Quarterly
|
2025-10-02
| 36
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0098
| 28
|
Salaried
| 105,328
|
Single
| 0
| 450
| 84,113
| 5,703
| 4
| 48,999
|
Retirement
| 34
| 5,412,820
| 6
| 8
| 5
| 7
|
Email
|
Monthly
|
2025-02-11
| 38
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA
| 3
|
C0099
| 70
|
Retired
| 86,222
|
Married
| 1
| 440
| 99,360
| 6,517
| 3
| 526,112
|
Healthcare
| 7
| 211,542
| 5
| 9
| 5
| 6
|
In-Person
|
Biannual
|
2025-03-06
| 42
|
tax optimization;estate planning;investment allocation
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0100
| 45
|
Salaried
| 190,926
|
Divorced
| 0
| 503
| 256,087
| 7,420
| 5
| 384,442
|
Home Purchase
| 2
| 1,148,180
| 5
| 8
| 7
| 8
|
Phone
|
Quarterly
|
2025-08-19
| 42
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;high-yield savings
| 3
|
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