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 | Client | Aggressive |
| Rutherford and Pike household | Alistair Rutherford | alistair.rutherford@capitalcitypostbox.net | (608) 555-0118 | 1573 | Prospect | Moderate |
| McCallister family | Rowan McCallister | rowan.mccallister@capitalcitypostbox.net | (608) 555-0106 | 8812 | Client | Moderate |
| Delaney household | Maeve Delaney | maeve.delaney@capitalcitypostbox.net | (608) 555-0115 | 5208 | Client | Moderate |
| Draper household | Cornelius Draper | cornelius.draper@fourlakesmail.com | (608) 555-0104 | 5524 | Client | Moderate |
| Szymanski household | Tomasz Szymanski | tomasz.szymanski@fourlakesmail.com | (608) 555-0119 | 2846 | Prospect | Aggressive |
| Marchetti family | Giulia Marchetti | giulia.marchetti@isthmusinbox.org | (608) 555-0111 | 7316 | Client | Moderate |
| Thorne household | Prudence Thorne | prudence.thorne@isthmusinbox.org | (608) 555-0102 | 7730 | Client | Conservative |
| Quennell family | Bridget Quennell | bridget.quennell@isthmusinbox.org | (608) 555-0120 | 7421 | Prospect | Moderate |
| Nakagawa and Pruitt household | Emiko Nakagawa | emiko.nakagawa@fourlakesmail.com | (608) 555-0113 | 8450 | Client | Moderate |
| Reyes and Whitfield household | Delia Reyes | delia.reyes@fourlakesmail.com | (608) 555-0107 | 6045 | Client | Moderate |
| Ibarra and Nguyen household | Thiago Ibarra | thiago.ibarra@isthmusinbox.org | (608) 555-0117 | 9902 | Client | Aggressive |
10 more rows
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 | Client | Aggressive |
| Rutherford and Pike household | Alistair Rutherford | alistair.rutherford@capitalcitypostbox.net | (608) 555-0118 | 1573 | Prospect | Moderate |
| McCallister family | Rowan McCallister | rowan.mccallister@capitalcitypostbox.net | (608) 555-0106 | 8812 | Client | Moderate |
| Delaney household | Maeve Delaney | maeve.delaney@capitalcitypostbox.net | (608) 555-0115 | 5208 | Client | Moderate |
| Draper household | Cornelius Draper | cornelius.draper@fourlakesmail.com | (608) 555-0104 | 5524 | Client | Moderate |
| Szymanski household | Tomasz Szymanski | tomasz.szymanski@fourlakesmail.com | (608) 555-0119 | 2846 | Prospect | Aggressive |
| Marchetti family | Giulia Marchetti | giulia.marchetti@isthmusinbox.org | (608) 555-0111 | 7316 | Client | Moderate |
| Thorne household | Prudence Thorne | prudence.thorne@isthmusinbox.org | (608) 555-0102 | 7730 | Client | Conservative |
| Quennell family | Bridget Quennell | bridget.quennell@isthmusinbox.org | (608) 555-0120 | 7421 | Prospect | Moderate |
| Nakagawa and Pruitt household | Emiko Nakagawa | emiko.nakagawa@fourlakesmail.com | (608) 555-0113 | 8450 | Client | Moderate |
| Reyes and Whitfield household | Delia Reyes | delia.reyes@fourlakesmail.com | (608) 555-0107 | 6045 | Client | Moderate |
| Ibarra and Nguyen household | Thiago Ibarra | thiago.ibarra@isthmusinbox.org | (608) 555-0117 | 9902 | Client | Aggressive |
10 more rows
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 | Emergency reserve | Medium | On track | $45,000 | $31,000 |
| Build a six-month cash reserve — Reyes | Reyes and Whitfield household | Emergency reserve | Medium | On track | $30,000 | $17,500 |
| Build a six-month cash reserve — Abara | Abara family | Emergency reserve | Medium | On track | $36,000 | $30,000 |
| Pay for a daughter's wedding — Peacock | Peacock and Alvarado household | Family event | Medium | On track | $60,000 | $42,000 |
| Buy a larger home — Villareal | Villareal family | Home purchase | Medium | Needs attention | $120,000 | $41,000 |
| Save for a first home — Yamashita | Yamashita and Cole household | Home purchase | High | On track | $140,000 | $62,000 |
| Retire at 62 with steady income — McCallister | McCallister family | Retirement income | High | Needs attention | $2,600,000 | $1,480,000 |
| Buy a larger home — Marchetti | Marchetti family | Home purchase | Medium | On track | $150,000 | $78,000 |
| Retire at 62 with steady income — Delaney | Delaney household | Retirement income | High | Needs attention | $2,300,000 | $1,210,000 |
| Sell the family farm — Vandersloot | Vandersloot household | Business sale | Medium | On track | $1,400,000 | $520,000 |
| Retire at 63 with steady income — Brandt | Brandt and Okeke household | Retirement income | High | On track | $1,900,000 | $1,010,000 |
| Buy a lake cabin — Draper | Draper household | Second home | Low | On track | $260,000 | $90,000 |
22 more rows
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 | Goal planning | Scheduled | Oct 8, 6:00 PM | Philippa Anstruther | — |
| Discovery meeting — Rutherford | Rutherford and Pike household | Discovery meeting | Scheduled | Oct 9, 3:00 PM | Marcus Feld | — |
| Rebalancing review — McCallister | McCallister family | Rebalancing review | Scheduled | Oct 12, 3:00 PM | Marcus Feld | — |
| Annual review — Delaney | Delaney household | Annual review | Scheduled | Oct 13, 6:00 PM | Marcus Feld | — |
| Semiannual check-in — Draper | Draper household | Semiannual check-in | Scheduled | Oct 15, 7:00 PM | Philippa Anstruther | — |
| Discovery meeting — Szymanski | Szymanski household | Discovery meeting | Scheduled | Oct 16, 4:00 PM | Philippa Anstruther | — |
| Annual review — Marchetti | Marchetti family | Annual review | Scheduled | Oct 19, 8:00 PM | Marcus Feld | — |
| Rebalancing review — Thorne | Thorne household | Rebalancing review | Scheduled | Oct 21, 5:00 PM | Marcus Feld | — |
| Discovery meeting — Quennell | Quennell family | Discovery meeting | Scheduled | Oct 23, 5:00 PM | Devon Achterkamp | — |
| Goal planning — Nakagawa | Nakagawa and Pruitt household | Goal planning | Scheduled | Oct 26, 4:00 PM | Philippa Anstruther | — |
| Annual review — Reyes | Reyes and Whitfield household | Annual review | Scheduled | Oct 30, 4:00 PM | Devon Achterkamp | — |
| Goal planning — Ibarra | Ibarra and Nguyen household | Goal planning | Scheduled | Nov 4, 9:00 PM | Devon Achterkamp | — |
9 more rows
Views
Review calendar
ReviewsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8Goal planning — Abara
9Discovery meeting — Rutherford
10
11
12Rebalancing review — McCallister
13Annual review — Delaney
14
15Semiannual check-in — Draper
16Discovery meeting — Szymanski
17
18
19Annual review — Marchetti
20
21Rebalancing review — Thorne
22
23Discovery meeting — Quennell
24
25
26Goal planning — Nakagawa
27
28
29
30Annual review — Reyes
31
Forms and booking
Ask for a planning conversation
FormAsk for a planning conversationThe page behind the button on the firm's site for families who want to talk to a planner.
What name should we use for your household? *
Who should the planner speak with first?
Which email reaches you best?
What number can the planner call?
Which describes where you are in life right now?Early careerRaising a familyPre-retirementRetired
Roughly how much do you have saved and invested today?
Request a conversationAlso included
- Prepare review briefRow action
- Explain this goalRow action
- Meetings coming upDigest
- Review coming dueNotificationReminds the client service manager two weeks before a household's next review so the meeting gets booked.
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