Financial advisor
Copperleaf Financial Planning · Financial advisor · Madison, WI
Marcus Feld runs Copperleaf Financial Planning in Madison, and he uses this so an assistant reads each household's goals and gets him ready for every client review without him rereading a file.
Legal and professionalCustomer serviceAgents4 tables · 6 views · 1 form · 2 dimension sets · 1 digest · 1 notification · 2 row actions · 1 agent
Use this templateHouseholds
Households| Household | Main contact | Phone | Tax ID, last four | Status | Risk profile | |
|---|---|---|---|---|---|---|
| Abara family | Chinedu Abara | chinedu.abara@capitalcitypostbox.net | (608) 555-0109 | 2650 | ||
| Rutherford and Pike household | Alistair Rutherford | alistair.rutherford@capitalcitypostbox.net | (608) 555-0118 | 1573 | ||
| McCallister family | Rowan McCallister | rowan.mccallister@capitalcitypostbox.net | (608) 555-0106 | 8812 | ||
| Delaney household | Maeve Delaney | maeve.delaney@capitalcitypostbox.net | (608) 555-0115 | 5208 | ||
| Draper household | Cornelius Draper | cornelius.draper@fourlakesmail.com | (608) 555-0104 | 5524 | ||
| Szymanski household | Tomasz Szymanski | tomasz.szymanski@fourlakesmail.com | (608) 555-0119 | 2846 | ||
| Marchetti family | Giulia Marchetti | giulia.marchetti@isthmusinbox.org | (608) 555-0111 | 7316 | ||
| Thorne household | Prudence Thorne | prudence.thorne@isthmusinbox.org | (608) 555-0102 | 7730 | ||
| Quennell family | Bridget Quennell | bridget.quennell@isthmusinbox.org | (608) 555-0120 | 7421 | ||
| Nakagawa and Pruitt household | Emiko Nakagawa | emiko.nakagawa@fourlakesmail.com | (608) 555-0113 | 8450 | ||
| Reyes and Whitfield household | Delia Reyes | delia.reyes@fourlakesmail.com | (608) 555-0107 | 6045 | ||
| Ibarra and Nguyen household | Thiago Ibarra | thiago.ibarra@isthmusinbox.org | (608) 555-0117 | 9902 |
Tables
Households
22 sample rows · 16 columnsEvery household the firm plans for, what they own, how they feel about risk and when they were last reviewed.
| Household | Main contact | Phone | Tax ID, last four | Status | Risk profile | |
|---|---|---|---|---|---|---|
| Abara family | Chinedu Abara | chinedu.abara@capitalcitypostbox.net | (608) 555-0109 | 2650 | ||
| Rutherford and Pike household | Alistair Rutherford | alistair.rutherford@capitalcitypostbox.net | (608) 555-0118 | 1573 | ||
| McCallister family | Rowan McCallister | rowan.mccallister@capitalcitypostbox.net | (608) 555-0106 | 8812 | ||
| Delaney household | Maeve Delaney | maeve.delaney@capitalcitypostbox.net | (608) 555-0115 | 5208 | ||
| Draper household | Cornelius Draper | cornelius.draper@fourlakesmail.com | (608) 555-0104 | 5524 | ||
| Szymanski household | Tomasz Szymanski | tomasz.szymanski@fourlakesmail.com | (608) 555-0119 | 2846 | ||
| Marchetti family | Giulia Marchetti | giulia.marchetti@isthmusinbox.org | (608) 555-0111 | 7316 | ||
| Thorne household | Prudence Thorne | prudence.thorne@isthmusinbox.org | (608) 555-0102 | 7730 | ||
| Quennell family | Bridget Quennell | bridget.quennell@isthmusinbox.org | (608) 555-0120 | 7421 | ||
| Nakagawa and Pruitt household | Emiko Nakagawa | emiko.nakagawa@fourlakesmail.com | (608) 555-0113 | 8450 | ||
| Reyes and Whitfield household | Delia Reyes | delia.reyes@fourlakesmail.com | (608) 555-0107 | 6045 | ||
| Ibarra and Nguyen household | Thiago Ibarra | thiago.ibarra@isthmusinbox.org | (608) 555-0117 | 9902 |
Goals
34 sample rows · 9 columnsWhat each household is saving toward, how much it needs and how much is already set aside.
| Goal | Household | Goal type | Priority | Status | Target amount | Funded so far |
|---|---|---|---|---|---|---|
| Build a six-month cash reserve — Yamashita | Yamashita and Cole household | $45,000 | $31,000 | |||
| Build a six-month cash reserve — Reyes | Reyes and Whitfield household | $30,000 | $17,500 | |||
| Build a six-month cash reserve — Abara | Abara family | $36,000 | $30,000 | |||
| Pay for a daughter's wedding — Peacock | Peacock and Alvarado household | $60,000 | $42,000 | |||
| Buy a larger home — Villareal | Villareal family | $120,000 | $41,000 | |||
| Save for a first home — Yamashita | Yamashita and Cole household | $140,000 | $62,000 | |||
| Retire at 62 with steady income — McCallister | McCallister family | $2,600,000 | $1,480,000 | |||
| Buy a larger home — Marchetti | Marchetti family | $150,000 | $78,000 | |||
| Retire at 62 with steady income — Delaney | Delaney household | $2,300,000 | $1,210,000 | |||
| Sell the family farm — Vandersloot | Vandersloot household | $1,400,000 | $520,000 | |||
| Retire at 63 with steady income — Brandt | Brandt and Okeke household | $1,900,000 | $1,010,000 | |||
| Buy a lake cabin — Draper | Draper household | $260,000 | $90,000 |
Reviews
40 sample rows · 7 columnsEvery client meeting, past and coming up, with the notes carried into the next one.
| Meeting | Household | Kind | Status | Meeting time | Planner | Prep notes |
|---|---|---|---|---|---|---|
| Goal planning — Abara | Abara family | Oct 21, 6:00 PM | Philippa Anstruther | — | ||
| Discovery meeting — Rutherford | Rutherford and Pike household | Oct 22, 3:00 PM | Marcus Feld | — | ||
| Rebalancing review — McCallister | McCallister family | Oct 23, 3:00 PM | Marcus Feld | — | ||
| Annual review — Delaney | Delaney household | Oct 26, 6:00 PM | Marcus Feld | — | ||
| Semiannual check-in — Draper | Draper household | Oct 28, 7:00 PM | Philippa Anstruther | — | ||
| Discovery meeting — Szymanski | Szymanski household | Oct 29, 4:00 PM | Philippa Anstruther | — | ||
| Annual review — Marchetti | Marchetti family | Oct 30, 8:00 PM | Marcus Feld | — | ||
| Rebalancing review — Thorne | Thorne household | Nov 3, 6:00 PM | Marcus Feld | — | ||
| Discovery meeting — Quennell | Quennell family | Nov 5, 6:00 PM | Devon Achterkamp | — | ||
| Goal planning — Nakagawa | Nakagawa and Pruitt household | Nov 6, 5:00 PM | Philippa Anstruther | — | ||
| Annual review — Reyes | Reyes and Whitfield household | Nov 12, 5:00 PM | Devon Achterkamp | — | ||
| Goal planning — Ibarra | Ibarra and Nguyen household | Nov 17, 9:00 PM | Devon Achterkamp | — |
Also included
- Prepare review brief
- Explain this goal
- Meetings coming up
- Review coming dueReminds the client service manager two weeks before a household's next review so the meeting gets booked.
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