1. Interests
1.1. Sports
1.1.1. Mazin
1.1.1.1. Cowboys
1.1.1.2. Mavericks
1.1.1.3. Big Tennis Fan
1.1.2. Cynthia
1.1.2.1. Cowboys
1.1.2.2. Mavericks
1.1.2.3. Tennis Match
1.2. Movie/ Entertainment
1.2.1. Mazin
1.2.1.1. sports
1.2.1.2. comedy
1.2.2. Cynthia
1.2.2.1. Loves Reading!
1.2.2.2. Research
1.2.2.3. Trip Planning
1.3. Dislikes
1.3.1. Mazin
1.3.1.1. HATES REALITY
1.3.1.2. Reading
1.4. Health Concerns
1.4.1. Blood Pressure Issue
1.5. Workouts
1.5.1. Mazin
1.5.1.1. 2x a week
1.5.1.2. Daily 30 minute walk
1.5.2. Cynthia
1.5.2.1. Every day
1.5.2.2. Tennis
1.5.2.3. Kid's Stuff
1.6. Hobbies
1.6.1. Sports
1.6.2. Sculpting
1.7. Ideal Weekend
1.7.1. Mazin
1.7.1.1. Tennis (c/tri)?
1.7.1.2. Hang out w/ the guys
1.7.1.3. Home Improvement / Chores
1.7.1.4. light food w/ a few drinks
1.7.1.5. Sunday
1.7.1.5.1. Cofee & Big breakfast
1.7.1.5.2. Movies w/ Cindy
1.7.2. Cynthia
1.7.2.1. Sports Together
1.7.2.2. Out w/ friends
1.7.2.3. Shop
1.8. Cynthia
1.8.1. Yoga
1.8.2. Tennis
1.8.3. Walk at Night
1.9. Ideal Vacations
1.9.1. Mazin
1.9.1.1. Likes them all!
1.9.1.2. Touring historic cities
1.9.1.3. Active Trips
1.9.1.3.1. sports & fun
1.9.1.3.2. 2 per year
1.9.2. Cynthia
1.9.2.1. Trip every 3 months
1.9.2.2. Travelocidy
1.9.2.3. Go Somewhere New
2. Relationships
2.1. Mazin
2.1.1. Cindy & the kids are the most important relationships
2.1.2. 2 sisters and brothers in Israel
2.1.3. Work - Like family
2.1.3.1. would like to see the legacy continue
2.1.4. Pets are important
2.1.5. Baylor
2.1.5.1. not key
2.2. Cynthia
2.2.1. Kevin Mglus
3. Advisers
3.1. Barb
3.2. Schwab
3.2.1. Fadi
3.2.1.1. Good # of high end clients
3.2.1.2. would be a good strategic partner
3.2.2. 9 Years
3.3. Merrill Lynch
3.3.1. 13 Years
3.3.2. Tom Scater
3.3.2.1. Good friend of Cynthia and the Nakhelh's
3.4. Tom (MBA)
3.4.1. Mazin's cousin
3.4.2. Hands on
3.4.3. Very accurate
3.4.4. 13 Years
3.5. Bill III
3.5.1. Happy (accessible)
3.6. Karen
3.6.1. Okay right now
3.7. Best/Worst Experiences
3.7.1. Best: Fadi
3.7.1.1. Stable
3.7.2. Worst: Frank
4. Values
4.1. Mazin
4.1.1. Do what I want to do...
4.1.2. Set up $ for kids
4.1.2.1. get careers up and going
4.1.2.2. be successful
4.1.3. Max to kids
4.1.4. Minimum to government
4.2. Cynthia
4.2.1. Kids
4.2.2. Security
5. Goals
5.1. Retirement
5.1.1. 18k per month income
5.1.2. Do I Want a second home?
5.2. Lauren needs 60k/year for 4 years Med School
5.3. Time off
5.3.1. 17-18 days 2x per year 30k?
5.3.2. 4-5 days 6x per year 25k?
5.4. Kids
5.4.1. Now
5.4.1.1. Guide them into the financial world
5.4.2. Future
5.4.2.1. Maximize what we have accumulated for their benefit long term
5.5. Practice
5.5.1. ***
5.5.1.1. A. Get a successor that can care some load
5.5.1.1.1. the key to self satisfaction
5.5.1.1.2. reduces stress
5.5.1.2. B. Mazin manages
5.5.1.2.1. Let it run
5.5.1.3. C. Mentor a successor
5.5.2. Do something to take care of Paul
5.5.3. Do we want a second location?
5.5.3.1. Concern: making sure I have enough money
5.5.4. If not working: would volunteer
6. Assets
6.1. 3 Biggest worries on $
6.1.1. Mazin
6.1.1.1. Equitable Return (5-8%)
6.1.1.2. Side Investment in Real Estate
6.1.1.3. Cindy knowing what is going on
6.1.2. Cynthia
6.1.2.1. If we have enough budget?
6.1.2.2. Concerned if Mazin passes 1st
6.1.2.3. Not sure how much we can spend in the future
6.2. Income 800 - 1 million net
6.3. No change expected
6.4. In addition to Pension still have 200k to invest
6.5. Life insurance
6.5.1. Only PacLife
6.6. Property taxes concern Mazin
6.7. Income tax 37%
6.8. Best/ Worst
6.8.1. Best
6.8.1.1. Mckinney land
6.8.1.2. Forest Park
6.8.1.3. Buying the practice from partner in 1991
6.8.2. Worst
6.8.2.1. Great Clip Hair Salon
6.8.2.1.1. Mazin and 3 Neighbors were the investors