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
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C0301
| 22
|
Salaried
| 170,577
|
Single
| 0
| 438
| 345,595
| 9,742
| 3
| 28,169
|
Travel
| 3
| 19,651
| 7
| 6
| 4
| 7
|
Phone
|
Biannual
|
2024-10-03
| 35
|
budgeting;savings strategies;business succession;tax-efficient investing;estate planning
|
growth stocks;sector ETFs;crypto assets
| 4
|
C0302
| 82
|
Retired
| 50,181
|
Married
| 0
| 397
| 31,540
| 4,583
| 5
| 406,530
|
Estate Planning
| 5
| 1,177,475
| 2
| 6
| 8
| 5
|
Email
|
Quarterly
|
2025-01-07
| 35
|
budgeting;savings strategies;risk management
|
treasury bonds;money market;CDs
| 4
|
C0303
| 26
|
Unemployed
| 2,401
|
Divorced
| 0
| 303
| 3,861
| 500
| 2
| 3,518
|
Home Purchase
| 3
| 16,551
| 6
| 4
| 4
| 7
|
App
|
Monthly
|
2024-07-11
| 36
|
mortgage options;down payment;budgeting;savings strategies;business succession
|
index funds;blue-chip stocks;corporate bonds;high-yield savings
| 3
|
C0304
| 45
|
Self-Employed
| 212,958
|
Married
| 2
| 449
| 887,558
| 17,994
| 3
| 358,729
|
Wealth Accumulation
| 20
| 95,568
| 9
| 7
| 3
| 6
|
Email
|
Monthly
|
2025-03-15
| 36
|
investment strategies;budgeting;savings strategies;medicare;tax-efficient investing
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0305
| 23
|
Self-Employed
| 153,350
|
Married
| 0
| 445
| 107,047
| 9,541
| 1
| 55,178
|
Home Purchase
| 5
| 716,711
| 10
| 9
| 2
| 8
|
App
|
Monthly
|
2025-12-18
| 60
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 3
|
C0306
| 25
|
Student
| 7,006
|
Single
| 0
| 390
| 9,074
| 517
| 2
| 1,833
|
Wealth Accumulation
| 10
| 4,849
| 6
| 6
| 4
| 8
|
App
|
Quarterly
|
2024-11-07
| 50
|
investment strategies;budgeting;savings strategies;medicare;long-term care
|
index funds;blue-chip stocks;corporate bonds
| 3
|
C0307
| 58
|
Unemployed
| 3,126
|
Single
| 0
| 361
| 3,894
| 500
| 4
| 3,179
|
Estate Planning
| 10
| 320,601
| 1
| 5
| 9
| 7
|
Phone
|
Annual
|
2025-07-28
| 41
|
budgeting;savings strategies;risk management
|
treasury bonds;money market;CDs
| 3
|
C0308
| 70
|
Retired
| 33,029
|
Married
| 1
| 404
| 42,210
| 2,802
| 4
| 222,730
|
Healthcare
| 5
| 236,764
| 4
| 7
| 6
| 6
|
In-Person
|
Annual
|
2024-08-08
| 40
|
budgeting;savings strategies;retirement income;long-term care
|
index funds;blue-chip stocks;corporate bonds
| 2
|
C0309
| 80
|
Retired
| 85,938
|
Divorced
| 0
| 416
| 49,721
| 4,825
| 3
| 793,811
|
Healthcare
| 7
| 147,951
| 5
| 9
| 5
| 7
|
Chat
|
Biannual
|
2024-12-14
| 57
|
tax optimization;estate planning;college funding;tax strategies;tax-efficient investing
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0310
| 62
|
Retired
| 127,931
|
Married
| 2
| 436
| 157,519
| 9,636
| 6
| 588,457
|
Retirement
| 1
| 1,374,527
| 5
| 9
| 6
| 5
|
Phone
|
Annual
|
2025-02-03
| 33
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA
| 2
|
C0311
| 46
|
Salaried
| 96,688
|
Widowed
| 0
| 444
| 148,726
| 5,954
| 3
| 153,048
|
Retirement
| 15
| 2,166,638
| 5
| 8
| 5
| 6
|
App
|
Biannual
|
2024-12-27
| 43
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 4
|
C0312
| 80
|
Retired
| 53,384
|
Married
| 0
| 403
| 69,133
| 3,860
| 5
| 502,721
|
Healthcare
| 7
| 145,989
| 4
| 10
| 7
| 6
|
Chat
|
Biannual
|
2025-05-05
| 46
|
tax optimization;estate planning;tax strategies
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 2
|
C0313
| 47
|
Salaried
| 202,879
|
Divorced
| 1
| 512
| 532,491
| 10,988
| 3
| 463,070
|
Business Investment
| 5
| 303,560
| 8
| 7
| 4
| 8
|
Email
|
Quarterly
|
2025-05-21
| 41
|
budgeting;savings strategies;social security
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0314
| 27
|
Salaried
| 134,981
|
Widowed
| 0
| 425
| 162,086
| 9,177
| 2
| 49,373
|
Retirement
| 38
| 6,537,830
| 8
| 9
| 3
| 6
|
Chat
|
Quarterly
|
2025-12-08
| 38
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;backdoor Roth IRA
| 3
|
C0315
| 35
|
Self-Employed
| 150,988
|
Widowed
| 0
| 453
| 265,380
| 8,566
| 1
| 143,516
|
Home Purchase
| 5
| 822,616
| 10
| 8
| 1
| 5
|
Email
|
Biannual
|
2025-01-17
| 39
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 3
|
C0316
| 72
|
Retired
| 24,745
|
Single
| 0
| 381
| 26,580
| 2,098
| 4
| 161,119
|
Healthcare
| 7
| 292,193
| 2
| 6
| 10
| 4
|
Phone
|
Biannual
|
2024-11-07
| 23
|
budgeting;savings strategies;tax-efficient investing;risk management;social security
|
treasury bonds;money market;CDs
| 3
|
C0317
| 38
|
Unemployed
| 392
|
Married
| 1
| 348
| 1,549
| 500
| 3
| 2,040
|
Education
| 2
| 153,066
| 5
| 7
| 7
| 6
|
Phone
|
Biannual
|
2024-11-27
| 37
|
education savings;529 plans;budgeting;savings strategies;risk management
|
index funds;blue-chip stocks;corporate bonds;529 plan
| 3
|
C0318
| 46
|
Unemployed
| 2,899
|
Married
| 2
| 369
| 8,844
| 500
| 2
| 4,539
|
Retirement
| 19
| 95,681
| 6
| 6
| 5
| 4
|
App
|
Biannual
|
2025-03-06
| 31
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 2
|
C0319
| 85
|
Retired
| 46,948
|
Divorced
| 1
| 391
| 86,708
| 3,288
| 4
| 524,902
|
Retirement
| 1
| 558,277
| 4
| 7
| 7
| 8
|
In-Person
|
Monthly
|
2024-08-16
| 51
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 4
|
C0320
| 26
|
Salaried
| 126,055
|
Married
| 1
| 414
| 146,329
| 8,006
| 4
| 37,034
|
Debt Reduction
| 1
| 63,449
| 8
| 9
| 4
| 6
|
Email
|
Quarterly
|
2025-05-12
| 50
|
debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;debt consolidation loan
| 3
|
C0321
| 61
|
Salaried
| 71,126
|
Married
| 2
| 426
| 50,122
| 4,657
| 3
| 287,719
|
Retirement
| 9
| 1,216,327
| 5
| 9
| 6
| 7
|
Phone
|
Quarterly
|
2025-07-12
| 46
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 3
|
C0322
| 65
|
Retired
| 20,176
|
Single
| 1
| 378
| 17,881
| 1,644
| 3
| 94,152
|
Retirement
| 1
| 188,094
| 5
| 6
| 5
| 5
|
Phone
|
Monthly
|
2024-11-11
| 29
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 4
|
C0323
| 28
|
Salaried
| 124,392
|
Married
| 2
| 431
| 151,587
| 8,948
| 5
| 73,762
|
Debt Reduction
| 2
| 198,265
| 6
| 7
| 5
| 6
|
App
|
Quarterly
|
2024-10-29
| 44
|
debt payoff strategies;budgeting;savings strategies;investment allocation;medicare
|
index funds;blue-chip stocks;corporate bonds;debt consolidation loan
| 3
|
C0324
| 20
|
Student
| 15,778
|
Single
| 0
| 341
| 31,194
| 1,105
| 1
| 2,875
|
Education
| 4
| 121,199
| 7
| 3
| 3
| 6
|
App
|
Monthly
|
2025-12-08
| 30
|
education savings;529 plans;budgeting;savings strategies;risk management
|
growth stocks;sector ETFs;crypto assets;529 plan
| 3
|
C0325
| 67
|
Retired
| 21,912
|
Married
| 1
| 385
| 27,461
| 2,232
| 4
| 124,311
|
Healthcare
| 3
| 187,942
| 1
| 8
| 10
| 4
|
App
|
Biannual
|
2025-07-09
| 34
|
tax optimization;estate planning;social security;medicare;tax strategies
|
treasury bonds;money market;CDs;tax-efficient funds
| 2
|
C0326
| 28
|
Salaried
| 63,961
|
Single
| 1
| 402
| 49,236
| 4,522
| 3
| 31,650
|
Retirement
| 32
| 2,286,450
| 7
| 8
| 5
| 5
|
App
|
Biannual
|
2025-06-24
| 41
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;Roth IRA
| 2
|
C0327
| 18
|
Student
| 4,594
|
Single
| 1
| 363
| 8,350
| 500
| 2
| 4,200
|
Travel
| 2
| 14,756
| 7
| 5
| 3
| 6
|
Email
|
Quarterly
|
2024-07-07
| 30
|
budgeting;savings strategies;social security
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0328
| 76
|
Retired
| 49,905
|
Married
| 0
| 381
| 14,844
| 3,598
| 5
| 455,561
|
Healthcare
| 10
| 210,603
| 1
| 7
| 10
| 8
|
Email
|
Biannual
|
2024-10-30
| 39
|
budgeting;savings strategies;medicare;social security
|
treasury bonds;money market;CDs
| 4
|
C0329
| 22
|
Student
| 16,326
|
Married
| 1
| 356
| 19,474
| 1,657
| 2
| 2,201
|
Emergency Fund
| 2
| 5,384
| 6
| 6
| 5
| 8
|
Phone
|
Monthly
|
2025-03-24
| 53
|
budgeting;savings strategies;social security;retirement income;investment allocation
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0330
| 59
|
Salaried
| 138,428
|
Married
| 0
| 496
| 107,320
| 9,307
| 5
| 511,831
|
Estate Planning
| 5
| 635,884
| 4
| 10
| 6
| 6
|
Phone
|
Annual
|
2025-08-11
| 48
|
tax optimization;estate planning;emergency fund
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 2
|
C0331
| 63
|
Retired
| 130,679
|
Married
| 1
| 466
| 37,858
| 7,693
| 6
| 742,648
|
Estate Planning
| 7
| 1,605,560
| 6
| 7
| 6
| 5
|
Email
|
Biannual
|
2025-06-15
| 38
|
budgeting;savings strategies;investment allocation
|
index funds;blue-chip stocks;corporate bonds
| 2
|
C0332
| 41
|
Salaried
| 60,166
|
Married
| 1
| 422
| 85,178
| 5,239
| 2
| 73,262
|
Retirement
| 25
| 2,009,265
| 6
| 9
| 4
| 7
|
Email
|
Quarterly
|
2025-08-01
| 51
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 3
|
C0333
| 44
|
Self-Employed
| 242,966
|
Single
| 1
| 480
| 415,112
| 14,052
| 3
| 646,291
|
Retirement
| 17
| 5,959,423
| 8
| 10
| 3
| 6
|
App
|
Quarterly
|
2025-04-01
| 50
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;backdoor Roth IRA
| 3
|
C0334
| 42
|
Salaried
| 181,142
|
Single
| 0
| 455
| 312,151
| 9,009
| 4
| 258,076
|
Education
| 3
| 160,545
| 6
| 9
| 5
| 6
|
Email
|
Annual
|
2025-03-12
| 40
|
education savings;529 plans;financial aid strategies;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;529 plan
| 3
|
C0335
| 59
|
Salaried
| 258,198
|
Married
| 2
| 452
| 145,280
| 21,548
| 3
| 767,929
|
Estate Planning
| 7
| 1,713,725
| 5
| 9
| 5
| 4
|
In-Person
|
Biannual
|
2025-10-18
| 28
|
tax optimization;estate planning;college funding;investment allocation;charitable giving
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0336
| 46
|
Salaried
| 152,321
|
Married
| 2
| 504
| 324,827
| 12,053
| 3
| 253,830
|
Wealth Accumulation
| 7
| 209,203
| 6
| 8
| 4
| 4
|
App
|
Biannual
|
2025-05-06
| 30
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0337
| 60
|
Salaried
| 46,856
|
Married
| 1
| 458
| 68,309
| 5,034
| 3
| 225,851
|
Travel
| 2
| 29,448
| 5
| 9
| 6
| 3
|
Email
|
Biannual
|
2024-08-30
| 24
|
tax optimization;estate planning;tax-efficient investing
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0338
| 75
|
Retired
| 52,147
|
Married
| 2
| 376
| 20,429
| 5,356
| 3
| 379,220
|
Healthcare
| 5
| 52,744
| 5
| 7
| 5
| 4
|
App
|
Biannual
|
2025-01-26
| 30
|
budgeting;savings strategies;investment allocation
|
index funds;blue-chip stocks;corporate bonds
| 2
|
C0339
| 50
|
Unemployed
| 2,528
|
Single
| 0
| 375
| 2,234
| 500
| 4
| 645
|
Retirement
| 18
| 59,486
| 2
| 6
| 8
| 6
|
In-Person
|
Quarterly
|
2025-07-30
| 36
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
treasury bonds;money market;CDs;Roth IRA
| 3
|
C0340
| 36
|
Salaried
| 200,948
|
Divorced
| 1
| 483
| 524,979
| 15,031
| 2
| 167,648
|
Education
| 7
| 107,800
| 8
| 8
| 2
| 5
|
Phone
|
Biannual
|
2025-03-05
| 31
|
education savings;529 plans;financial aid strategies;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;529 plan
| 3
|
C0341
| 31
|
Salaried
| 269,595
|
Married
| 1
| 451
| 398,628
| 17,169
| 3
| 196,405
|
Home Purchase
| 3
| 1,227,362
| 6
| 6
| 4
| 8
|
In-Person
|
Quarterly
|
2024-11-24
| 55
|
mortgage options;down payment;budgeting;savings strategies;college funding
|
index funds;blue-chip stocks;corporate bonds;high-yield savings
| 4
|
C0342
| 50
|
Salaried
| 124,005
|
Married
| 1
| 510
| 134,962
| 8,296
| 4
| 253,235
|
Healthcare
| 5
| 76,324
| 7
| 8
| 5
| 6
|
Phone
|
Monthly
|
2024-09-16
| 36
|
tax optimization;estate planning;long-term care;emergency fund
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 3
|
C0343
| 63
|
Retired
| 78,927
|
Single
| 0
| 441
| 72,815
| 3,367
| 3
| 300,216
|
Retirement
| 7
| 1,187,977
| 3
| 7
| 7
| 4
|
Phone
|
Monthly
|
2025-07-28
| 23
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
treasury bonds;money market;CDs;Roth IRA
| 3
|
C0344
| 65
|
Salaried
| 83,572
|
Married
| 0
| 461
| 63,614
| 4,507
| 4
| 521,304
|
Travel
| 2
| 29,084
| 3
| 9
| 7
| 3
|
Email
|
Biannual
|
2025-09-06
| 27
|
tax optimization;estate planning;business succession;charitable giving;credit score
|
treasury bonds;money market;CDs;tax-efficient funds
| 3
|
C0345
| 44
|
Unemployed
| 4,891
|
Divorced
| 0
| 347
| 13,615
| 500
| 2
| 4,738
|
Retirement
| 23
| 189,410
| 6
| 8
| 5
| 5
|
App
|
Quarterly
|
2025-08-24
| 32
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 3
|
C0346
| 24
|
Salaried
| 122,543
|
Single
| 0
| 415
| 273,108
| 6,168
| 3
| 42,609
|
Emergency Fund
| 1
| 110,389
| 8
| 6
| 4
| 6
|
Email
|
Biannual
|
2025-10-13
| 35
|
budgeting;savings strategies;estate planning;charitable giving
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0347
| 33
|
Salaried
| 193,505
|
Married
| 1
| 474
| 569,665
| 13,500
| 3
| 111,394
|
Home Purchase
| 5
| 777,923
| 8
| 9
| 4
| 4
|
Email
|
Ad-hoc
|
2024-10-18
| 32
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 2
|
C0348
| 48
|
Self-Employed
| 216,692
|
Single
| 1
| 481
| 522,647
| 12,240
| 1
| 702,317
|
Retirement
| 16
| 5,110,276
| 9
| 10
| 1
| 5
|
App
|
Quarterly
|
2025-09-01
| 42
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;backdoor Roth IRA
| 2
|
C0349
| 23
|
Student
| 13,035
|
Married
| 1
| 384
| 11,360
| 1,392
| 2
| 2,131
|
Travel
| 1
| 8,961
| 6
| 7
| 5
| 7
|
App
|
Biannual
|
2024-11-10
| 44
|
budgeting;savings strategies;social security;business succession;tax strategies
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0350
| 20
|
Student
| 4,375
|
Divorced
| 0
| 359
| 8,595
| 500
| 3
| 2,133
|
Travel
| 2
| 13,953
| 5
| 4
| 6
| 5
|
App
|
Annual
|
2025-05-04
| 24
|
budgeting;savings strategies;long-term care
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0351
| 39
|
Salaried
| 52,479
|
Single
| 0
| 451
| 68,616
| 3,170
| 3
| 65,252
|
Business Investment
| 5
| 59,329
| 5
| 6
| 5
| 7
|
Phone
|
Monthly
|
2025-11-14
| 49
|
budgeting;savings strategies;investment allocation
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0352
| 85
|
Retired
| 26,883
|
Single
| 0
| 357
| 44,522
| 2,215
| 2
| 181,476
|
Travel
| 1
| 5,738
| 3
| 6
| 7
| 7
|
Email
|
Monthly
|
2024-12-07
| 37
|
budgeting;savings strategies;emergency fund;investment allocation
|
treasury bonds;money market;CDs
| 3
|
C0353
| 39
|
Salaried
| 67,015
|
Married
| 2
| 450
| 181,464
| 6,947
| 1
| 111,603
|
Wealth Accumulation
| 20
| 36,542
| 8
| 6
| 2
| 7
|
Phone
|
Monthly
|
2024-12-20
| 46
|
investment strategies;budgeting;savings strategies;college funding;tax strategies
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0354
| 26
|
Unemployed
| 4,646
|
Married
| 1
| 330
| 3,645
| 583
| 2
| 3,044
|
Retirement
| 42
| 227,314
| 6
| 6
| 5
| 7
|
App
|
Quarterly
|
2025-05-30
| 40
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
index funds;blue-chip stocks;corporate bonds;Roth IRA
| 3
|
C0355
| 31
|
Self-Employed
| 209,640
|
Married
| 2
| 438
| 750,610
| 14,564
| 2
| 150,391
|
Home Purchase
| 5
| 1,375,256
| 8
| 8
| 3
| 4
|
In-Person
|
Biannual
|
2025-09-08
| 33
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 2
|
C0356
| 39
|
Salaried
| 91,685
|
Married
| 2
| 427
| 304,056
| 5,758
| 2
| 120,683
|
Home Purchase
| 7
| 611,634
| 8
| 8
| 3
| 7
|
Email
|
Biannual
|
2024-09-13
| 45
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 3
|
C0357
| 23
|
Student
| 11,058
|
Married
| 0
| 335
| 25,067
| 1,293
| 4
| 907
|
Debt Reduction
| 2
| 17,542
| 5
| 4
| 7
| 5
|
App
|
Quarterly
|
2025-07-16
| 31
|
debt payoff strategies;budgeting;savings strategies;insurance review;long-term care
|
index funds;blue-chip stocks;corporate bonds;debt consolidation loan
| 3
|
C0358
| 41
|
Salaried
| 217,621
|
Single
| 0
| 485
| 413,823
| 13,369
| 3
| 403,807
|
Home Purchase
| 3
| 897,670
| 8
| 9
| 4
| 8
|
App
|
Quarterly
|
2025-11-17
| 63
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 3
|
C0359
| 44
|
Salaried
| 224,289
|
Married
| 3
| 486
| 235,127
| 20,071
| 3
| 391,284
|
Retirement
| 25
| 8,671,558
| 6
| 10
| 4
| 4
|
App
|
Biannual
|
2025-05-19
| 37
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA
| 3
|
C0360
| 79
|
Retired
| 29,364
|
Married
| 1
| 386
| 28,750
| 3,640
| 3
| 206,191
|
Healthcare
| 3
| 215,471
| 4
| 8
| 6
| 7
|
Phone
|
Quarterly
|
2024-09-28
| 43
|
tax optimization;estate planning;credit score
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0361
| 68
|
Retired
| 68,987
|
Married
| 1
| 428
| 43,396
| 6,008
| 3
| 440,550
|
Healthcare
| 5
| 273,764
| 4
| 5
| 6
| 4
|
Phone
|
Biannual
|
2024-10-15
| 22
|
budgeting;savings strategies;long-term care;tax-efficient investing;tax strategies
|
index funds;blue-chip stocks;corporate bonds
| 3
|
C0362
| 53
|
Self-Employed
| 223,207
|
Single
| 0
| 462
| 204,391
| 8,630
| 4
| 519,648
|
Retirement
| 8
| 3,481,995
| 6
| 9
| 6
| 4
|
Phone
|
Annual
|
2024-07-17
| 35
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA
| 2
|
C0363
| 60
|
Salaried
| 45,157
|
Married
| 0
| 448
| 44,820
| 3,520
| 5
| 203,404
|
Retirement
| 5
| 664,516
| 3
| 8
| 9
| 6
|
In-Person
|
Ad-hoc
|
2025-03-24
| 43
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
treasury bonds;money market;CDs;Roth IRA
| 2
|
C0364
| 25
|
Student
| 23,735
|
Single
| 0
| 357
| 23,078
| 1,833
| 2
| 4,826
|
Home Purchase
| 7
| 117,303
| 7
| 7
| 4
| 6
|
App
|
Quarterly
|
2025-10-07
| 46
|
mortgage options;down payment;budgeting;savings strategies;credit score
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 3
|
C0365
| 68
|
Retired
| 86,222
|
Married
| 2
| 431
| 141,952
| 5,928
| 5
| 400,950
|
Estate Planning
| 5
| 1,936,675
| 2
| 9
| 9
| 6
|
In-Person
|
Biannual
|
2025-05-10
| 42
|
tax optimization;estate planning;charitable giving
|
treasury bonds;money market;CDs;tax-efficient funds
| 2
|
C0366
| 27
|
Unemployed
| 3,525
|
Single
| 0
| 312
| 4,046
| 500
| 2
| 3,164
|
Home Purchase
| 2
| 24,393
| 7
| 6
| 5
| 5
|
App
|
Monthly
|
2024-09-24
| 29
|
mortgage options;down payment;budgeting;savings strategies;college funding
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 4
|
C0367
| 72
|
Retired
| 50,569
|
Widowed
| 0
| 432
| 34,331
| 3,128
| 4
| 324,382
|
Healthcare
| 3
| 191,666
| 4
| 6
| 6
| 6
|
In-Person
|
Monthly
|
2025-07-23
| 41
|
budgeting;savings strategies;emergency fund;credit score
|
index funds;blue-chip stocks;corporate bonds
| 3
|
C0368
| 51
|
Self-Employed
| 248,156
|
Married
| 2
| 462
| 299,112
| 15,960
| 4
| 479,954
|
Healthcare
| 7
| 123,335
| 6
| 9
| 5
| 4
|
In-Person
|
Biannual
|
2025-08-20
| 35
|
tax optimization;estate planning;charitable giving;tax-efficient investing
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0369
| 39
|
Salaried
| 134,918
|
Divorced
| 2
| 489
| 191,839
| 9,642
| 3
| 154,965
|
Retirement
| 28
| 4,381,235
| 7
| 9
| 3
| 5
|
In-Person
|
Biannual
|
2024-12-09
| 34
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;backdoor Roth IRA
| 3
|
C0370
| 22
|
Salaried
| 113,323
|
Single
| 0
| 424
| 150,574
| 5,937
| 3
| 18,187
|
Emergency Fund
| 1
| 80,410
| 7
| 7
| 3
| 6
|
App
|
Biannual
|
2024-11-07
| 37
|
budgeting;savings strategies;insurance review;credit score;charitable giving
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0371
| 21
|
Student
| 15,822
|
Married
| 0
| 355
| 22,362
| 1,470
| 2
| 74
|
Travel
| 1
| 12,569
| 6
| 4
| 4
| 6
|
Email
|
Annual
|
2025-10-02
| 26
|
budgeting;savings strategies;credit score;college funding
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0372
| 44
|
Salaried
| 97,223
|
Married
| 2
| 478
| 158,295
| 6,709
| 4
| 185,497
|
Wealth Accumulation
| 10
| 152,738
| 6
| 8
| 6
| 4
|
Email
|
Quarterly
|
2025-11-11
| 29
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 2
|
C0373
| 22
|
Student
| 15,843
|
Single
| 0
| 387
| 23,396
| 1,176
| 1
| 2,051
|
Education
| 4
| 169,208
| 7
| 4
| 4
| 6
|
Phone
|
Quarterly
|
2024-12-29
| 36
|
education savings;529 plans;budgeting;savings strategies;business succession
|
growth stocks;sector ETFs;crypto assets;529 plan
| 4
|
C0374
| 24
|
Salaried
| 181,599
|
Divorced
| 1
| 416
| 266,882
| 7,240
| 1
| 39,222
|
Travel
| 1
| 10,029
| 10
| 7
| 1
| 6
|
App
|
Annual
|
2025-01-16
| 32
|
budgeting;savings strategies;medicare
|
growth stocks;sector ETFs;crypto assets
| 4
|
C0375
| 22
|
Salaried
| 137,365
|
Married
| 0
| 446
| 193,407
| 10,090
| 2
| 27,451
|
Travel
| 2
| 8,446
| 8
| 7
| 3
| 7
|
App
|
Monthly
|
2025-07-24
| 50
|
budgeting;savings strategies;emergency fund;credit score;business succession
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0376
| 60
|
Salaried
| 131,212
|
Married
| 0
| 490
| 49,617
| 8,167
| 5
| 430,536
|
Retirement
| 9
| 2,050,912
| 5
| 7
| 6
| 7
|
In-Person
|
Quarterly
|
2025-10-29
| 51
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
index funds;blue-chip stocks;corporate bonds;traditional IRA
| 2
|
C0377
| 30
|
Salaried
| 142,552
|
Single
| 0
| 421
| 488,649
| 8,453
| 5
| 59,525
|
Home Purchase
| 3
| 869,433
| 6
| 10
| 6
| 5
|
In-Person
|
Annual
|
2025-11-06
| 47
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;high-yield savings
| 2
|
C0378
| 49
|
Self-Employed
| 139,630
|
Married
| 0
| 479
| 345,937
| 10,522
| 3
| 338,959
|
Home Purchase
| 2
| 834,654
| 8
| 8
| 3
| 6
|
App
|
Quarterly
|
2024-11-01
| 47
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;high-yield savings
| 3
|
C0379
| 59
|
Salaried
| 261,098
|
Single
| 0
| 452
| 308,593
| 14,987
| 6
| 1,018,155
|
Retirement
| 10
| 5,546,157
| 3
| 8
| 8
| 4
|
Email
|
Biannual
|
2025-08-15
| 30
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
treasury bonds;money market;CDs;backdoor Roth IRA
| 2
|
C0380
| 82
|
Retired
| 31,891
|
Married
| 1
| 401
| 36,220
| 2,932
| 4
| 304,034
|
Travel
| 3
| 20,546
| 1
| 8
| 10
| 3
|
Email
|
Biannual
|
2024-11-21
| 29
|
tax optimization;estate planning;investment allocation;risk management;business succession
|
treasury bonds;money market;CDs;tax-efficient funds
| 2
|
C0381
| 24
|
Salaried
| 172,329
|
Widowed
| 2
| 426
| 162,492
| 9,326
| 2
| 65,261
|
Travel
| 3
| 14,616
| 9
| 6
| 2
| 7
|
App
|
Quarterly
|
2025-01-08
| 44
|
budgeting;savings strategies;insurance review;medicare;risk management
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0382
| 41
|
Unemployed
| 4,841
|
Divorced
| 0
| 371
| 12,038
| 500
| 3
| 3,828
|
Home Purchase
| 5
| 28,575
| 5
| 8
| 5
| 4
|
In-Person
|
Ad-hoc
|
2025-10-21
| 30
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;high-yield savings
| 2
|
C0383
| 30
|
Salaried
| 244,136
|
Divorced
| 0
| 450
| 523,382
| 10,258
| 3
| 111,720
|
Emergency Fund
| 1
| 117,227
| 6
| 7
| 5
| 7
|
App
|
Annual
|
2025-01-03
| 43
|
budgeting;savings strategies;college funding
|
index funds;blue-chip stocks;corporate bonds
| 2
|
C0384
| 21
|
Student
| 4,650
|
Married
| 0
| 333
| 5,657
| 500
| 1
| 2,122
|
Emergency Fund
| 2
| 1,973
| 6
| 4
| 4
| 6
|
Email
|
Quarterly
|
2025-12-04
| 37
|
budgeting;savings strategies;estate planning;insurance review;retirement income
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0385
| 23
|
Self-Employed
| 159,861
|
Married
| 0
| 428
| 192,048
| 7,278
| 2
| 42,032
|
Travel
| 2
| 26,896
| 9
| 7
| 2
| 8
|
App
|
Monthly
|
2025-07-07
| 45
|
budgeting;savings strategies;tax-efficient investing;medicare
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0386
| 32
|
Salaried
| 91,285
|
Married
| 0
| 444
| 301,438
| 6,237
| 3
| 65,748
|
Retirement
| 38
| 4,778,239
| 7
| 7
| 5
| 6
|
Email
|
Ad-hoc
|
2024-09-22
| 46
|
retirement planning;savings rate;retirement age;budgeting;savings strategies
|
growth stocks;sector ETFs;crypto assets;Roth IRA
| 3
|
C0387
| 77
|
Retired
| 71,814
|
Married
| 1
| 393
| 50,870
| 5,506
| 4
| 526,371
|
Estate Planning
| 7
| 1,521,557
| 2
| 7
| 8
| 7
|
Email
|
Quarterly
|
2025-08-27
| 41
|
budgeting;savings strategies;retirement income;tax-efficient investing
|
treasury bonds;money market;CDs
| 3
|
C0388
| 50
|
Salaried
| 84,468
|
Married
| 0
| 488
| 29,908
| 6,675
| 4
| 212,534
|
Travel
| 2
| 20,815
| 3
| 7
| 7
| 5
|
In-Person
|
Annual
|
2025-10-11
| 27
|
budgeting;savings strategies;tax strategies
|
treasury bonds;money market;CDs
| 2
|
C0389
| 30
|
Salaried
| 53,221
|
Divorced
| 2
| 454
| 111,748
| 4,473
| 3
| 25,583
|
Debt Reduction
| 2
| 53,485
| 5
| 8
| 5
| 5
|
App
|
Quarterly
|
2024-08-19
| 29
|
debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;debt consolidation loan
| 3
|
C0390
| 82
|
Retired
| 69,546
|
Single
| 1
| 400
| 55,364
| 4,418
| 5
| 743,148
|
Travel
| 1
| 12,433
| 3
| 7
| 8
| 6
|
Phone
|
Monthly
|
2025-12-23
| 40
|
budgeting;savings strategies;risk management;estate planning
|
treasury bonds;money market;CDs
| 3
|
C0391
| 35
|
Salaried
| 198,682
|
Married
| 1
| 465
| 516,719
| 10,772
| 4
| 197,295
|
Business Investment
| 10
| 79,091
| 6
| 9
| 6
| 7
|
Email
|
Annual
|
2024-12-23
| 38
|
tax optimization;estate planning;social security
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0392
| 45
|
Salaried
| 191,864
|
Single
| 0
| 512
| 282,238
| 7,135
| 2
| 345,816
|
Business Investment
| 20
| 368,500
| 8
| 9
| 3
| 5
|
Email
|
Quarterly
|
2024-09-22
| 41
|
tax optimization;estate planning;business succession
|
growth stocks;sector ETFs;crypto assets;tax-efficient funds
| 2
|
C0393
| 80
|
Retired
| 21,657
|
Married
| 1
| 400
| 26,058
| 2,532
| 4
| 172,915
|
Travel
| 2
| 11,147
| 1
| 7
| 10
| 6
|
Phone
|
Annual
|
2025-02-14
| 41
|
budgeting;savings strategies;college funding;credit score
|
treasury bonds;money market;CDs
| 3
|
C0394
| 34
|
Salaried
| 193,228
|
Married
| 2
| 467
| 556,916
| 10,612
| 5
| 171,918
|
Home Purchase
| 3
| 1,049,384
| 5
| 8
| 6
| 7
|
Chat
|
Annual
|
2025-02-26
| 52
|
mortgage options;down payment;interest rate strategies;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;high-yield savings
| 3
|
C0395
| 36
|
Salaried
| 255,730
|
Single
| 0
| 469
| 370,370
| 11,712
| 5
| 207,174
|
Wealth Accumulation
| 7
| 363,793
| 6
| 7
| 5
| 7
|
App
|
Monthly
|
2025-03-01
| 35
|
investment strategies;budgeting;savings strategies;retirement income;investment allocation
|
index funds;blue-chip stocks;corporate bonds
| 4
|
C0396
| 38
|
Self-Employed
| 262,718
|
Married
| 1
| 450
| 610,576
| 13,670
| 3
| 478,799
|
Retirement
| 32
| 9,314,220
| 7
| 8
| 4
| 5
|
Chat
|
Biannual
|
2024-11-13
| 37
|
retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;backdoor Roth IRA
| 2
|
C0397
| 44
|
Self-Employed
| 61,028
|
Married
| 1
| 451
| 145,618
| 4,885
| 2
| 99,424
|
Education
| 2
| 105,954
| 6
| 7
| 5
| 6
|
Phone
|
Biannual
|
2025-12-25
| 32
|
education savings;529 plans;budgeting;savings strategies;business succession
|
index funds;blue-chip stocks;corporate bonds;529 plan
| 2
|
C0398
| 24
|
Salaried
| 112,879
|
Married
| 0
| 405
| 85,346
| 7,497
| 1
| 27,822
|
Travel
| 5
| 7,388
| 8
| 7
| 2
| 8
|
Email
|
Monthly
|
2025-05-19
| 54
|
budgeting;savings strategies;retirement income;long-term care
|
growth stocks;sector ETFs;crypto assets
| 3
|
C0399
| 63
|
Self-Employed
| 248,582
|
Married
| 2
| 491
| 259,399
| 20,424
| 4
| 1,627,133
|
Wealth Accumulation
| 10
| 244,108
| 6
| 10
| 5
| 8
|
Phone
|
Monthly
|
2025-02-26
| 53
|
investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning
|
index funds;blue-chip stocks;corporate bonds;tax-efficient funds
| 3
|
C0400
| 28
|
Salaried
| 162,509
|
Married
| 0
| 449
| 250,798
| 9,737
| 2
| 81,245
|
Debt Reduction
| 1
| 159,610
| 8
| 8
| 3
| 6
|
Email
|
Monthly
|
2024-07-09
| 37
|
debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning
|
growth stocks;sector ETFs;crypto assets;debt consolidation loan
| 3
|
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