Tier B· $1M-$3M est. liquid
Complex estate plan before selling the business
North Carolina·Age 62·Planning lead
Score
80Score
Estimated assets
$2.7M est.
Est. liquid: $1.6M est.
Price
$340
Time on
3d 07:10:55Advisor marketplace
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Tier B· $1M-$3M est. liquidAsked for specialist
Plan complete, asked — wants to RV-travel before kids leave
California·Age 59·Asked for specialist
Score
96Score
Estimated assets
$2.8M est.
Est. liquid: $1.9M est.
Price
$550
Time on
15:10:55Tier 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
09:10:55Tier A· $3M+ est. liquidAsked for specialist
Plan complete, asked for advisor — energy exec preparing for exit
Texas·Age 64·Asked for specialist
Score
96Score
Estimated assets
$7.1M est.
Est. liquid: $4.6M est.
Price
$700
Time on
04:10:55