Williams Family
Super-contributors with 4 active members. Primary goal is on track. Seb suggests a birthday boost for Dan (turning 9 on Feb 18th).
Family Circle
Hover over a member to see details
Family Circle (8 members)
Robert Williams
Father
Olivia Harris
Aunt
Chase Parker
Cousin
Chloe Anderson
Godmother
Emma Williams
Grandmother
Tom Johnson
Family Friend
Gene Williams
Grandparent
Harry Soures
Uncle
Child Accounts (2)
Dan Williams
Age 8 · College Fund
Sandy Williams
Age 5 · Education Fund
Birthday Boost
Seb · AI Opportunity
Dan's 9th birthday is Feb 18th. Suggest a boost to accelerate his college fund.
Expand the Circle
Seb · AI Opportunity
Could reach goals 40% faster by inviting 2 more family members.
Portfolio Adjustment
Seb · AI Insight
High equity concentration in Dan's fund. Consider bond diversification.
Recent Activity
$200 contributed by Harry Soures to Sandy's Savings
Jun 15 · 3:22 PM
Williams Family hit $3,000 in contributions this quarter
Jun 13 · 8:31 AM
$200 by Sam Williams to Sandy's College Fund
Jun 02 · 1:44 PM
Sebastion identified 3 new educational tax benefits
May 23 · 9:51 AM
$200 by John Blake to Dan's Savings
May 12 · 2:22 PM
Sebastion: add high-yield bond fund to diversify portfolio
May 09 · 9:51 AM
Contribution Trend (6 Months)
Recent Contributions
| Date | Contributor | Recipient | Amount | Type |
|---|---|---|---|---|
| 14-Jun-25 | Olivia Harris | Dan Williams | $1,000 | USD |
| 14-Jun-25 | Harry Soures | Dan Williams | $200 | USD |
| 13-Jun-25 | James Williams | Dan Williams | $1,500 | USD |
| 13-Jun-25 | Chloe Anderson | Dan Williams | $400 | USD |
| 11-Jun-25 | Chase Parker | Dan Williams | $600 | USD |
| 09-Jun-25 | Harry Soures | Sandy Williams | $350 | USDC |
| 09-Jun-25 | James Williams | Sandy Williams | $1,500 | USD |
| 08-Jun-25 | Emma Williams | Dan Williams | $250 | USD |
| 06-Jun-25 | Chase Parker | Sandy Williams | $600 | USD |
| 04-Jun-25 | Olivia Harris | Dan Williams | $500 | USD |