Tier E· under $250K est. liquidAsked for advisor
Asked for advisor mid-plan — health scare prompted the planning
Illinois·Age 54·Asked for advisor
Score
71Score
Estimated assets
$285K est.
Est. liquid: $190K est.
Price
$150
Time on
2d 13:09:14Advisor marketplace
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Tier E· under $250K est. liquid
Early planner with no real decisions yet
Oregon·Age 55·Planning lead
Score
63Score
Estimated assets
$590K est.
Est. liquid: $240K est.
Price
$65
Time on
7d 21:09:14Tier E· under $250K est. liquid
Long-runway planner looking for first conversation
Minnesota·Age 53·Planning lead
Score
55Score
Estimated assets
$340K est.
Est. liquid: $120K est.
Price
$65
Time on
8d 23:09:14