White Label

Parker Family

Education-focused with strong 529 contributions. Oliver excelling in financial literacy — Level 3.

Total AUM
+1.8%
$0
Monthly Contributions
$0
Total Contributions
$0
Goal Progress
0%

Family Circle

Children Parents Extended
JPJamesSPSarahMPMargaretDLDavidRKRachelOliverAge 12EmmaAge 8LiamAge 3

Hover over a member to see details

Family Circle (5 members)

James Parker

Father

Active$14,200

Sarah Parker

Mother

Active$8,300

Margaret Parker

Grandmother

Active$6,500

David Lee

Uncle

Active$3,200

Rachel Kim

Godmother

Pending

Child Accounts (3)

Oliver Parker

Age 12 · College Fund

On Track
$22,100 of $43,200 target58%

Emma Parker

Age 8 · Education Fund

On Track
$10,400 of $48,000 target35%

Liam Parker

Age 3 · College Fund

On Track
$5,504 of $54,000 target12%