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
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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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