Client Portal

Welcome back, John!

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Action Items

Annual Data Update

Salary: $125,000 →

Bonus: $15,000 →

Employer: Acme Corp →

Messages

Jul 5 – David: Plans look good.
Jul 2 – You: Uploaded paystub.

Important Dates

Sep 15 – Q3 Estimated Taxes

Oct 10 – Portal check-in call

Dec 31 – Roth conversion deadline

Goal Tracker

Emergency Fund – 80 %

529 Savings – 45 %

Down-payment – 30 %

Quick Poll

Are you interested in ESG-focused investments?

Upcoming Meeting

Date: Oct 10, 2025 – 2 PM PT

Agenda: Q4 Tax Review & Year-End Checklist

Join Zoom • Add to Calendar

Market Insights

  • 💡 S&P 500 posts 2 % weekly gain.
  • 📈 Fed signals no rate hike this quarter.
  • 🌱 Green-tech ETFs outperform broader market.

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