Tier A· $3M+ est. liquid
Wants a tax-aware travel budget that lasts 25+ years
Colorado·Age 60·Map complete
Score
87Score
Estimated assets
$4.8M est.
Est. liquid: $3.2M est.
Price
$500
Time on
09:08:09Advisor marketplace
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Tier B· $1M-$3M est. liquidAsked for advisor
Plan complete, asked — wants to RV-travel before kids leave
California·Age 59·Asked for advisor
Score
96Score
Estimated assets
$2.8M est.
Est. liquid: $1.9M est.
Price
$550
Time on
15:08:09Tier B· $1M-$3M est. liquid
Wants eight weeks of family time per year
California·Age 61·Planning lead
Score
77Score
Estimated assets
$1.9M est.
Est. liquid: $1.1M est.
Price
$400
Time on
2d 20:08:09