RecommendaDesk

Client Financial Overview

Total Assets

$635,000

Total Liabilities

$290,000

Net Worth

$345,000

Client Assets

Total Monthly Contributions: $3,225

Client Liabilities

Total Monthly Payments: $2,125

Family Members & KYC

Alex Johnson

Primary Client

Personal & Financial Profile

  • Date of Birth: 1980-05-15
  • Employment: Employed
  • Annual Income: $120,000
  • Risk Tolerance: Medium
  • Investment Experience: Intermediate

Financial Goals

  • Retirement Planning
  • Save for Vacation Home

Jamie Johnson

Spouse

Personal & Financial Profile

  • Date of Birth: 1982-11-02
  • Employment: Self-Employed
  • Annual Income: $95,000
  • Risk Tolerance: Medium
  • Investment Experience: Intermediate

Financial Goals

  • Retirement Planning
  • Invest in Small Business

Chris Johnson

Child

Personal & Financial Profile

  • Date of Birth: 2008-03-22
  • Employment: Student
  • Annual Income: $0
  • Risk Tolerance: Low
  • Investment Experience: Beginner

Financial Goals

  • College Fund
  • First Car