Sample Client Data
Want to start trying out WellAdvised but don't know how to begin? We've got sample client data here for you to use to get you started.
Articles in this collection
- The Friesen Family
A Christian family in the Fraser Valley. Comfortable, not wealthy. Faith is the centre of how they give, and they want their teenagers to grow into it.SetupFirst name: David Last name: Friesen Partner / Spouse — Partner's name: Sarah Friesen...
- Michael Chen
Sold his manufacturing business eight months ago. For the first time he has real capacity and no idea how to give well. Wants to apply the rigour he brought to business. Secular, no modules.Step 1 — IntakePartner's name: Lisa Chen Do you have...
- Robert and Margaret Thompson
Long-established wealth in Toronto. Generous and steady for decades. What is missing now is the next generation, and they worry their values will not carry forward.Step 1 — Intake Partner's name: Margaret Thompson Do you have children? Yes → Andrew...