Mazin & Cynthia Nakhelh

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Mazin & Cynthia Nakhelh by Mind Map: Mazin & Cynthia Nakhelh

1. Interests

1.1. Sports

1.1.1. Cowboys

1.1.2. Mavericks

1.1.3. Big Tennis Fan

1.2. Movie/ Entertainment

1.2.1. sports

1.2.2. comedy

1.3. Dislikes

1.3.1. HATES REALITY

1.3.2. Reading

1.4. Health Concerns

1.4.1. Blood Pressure Issue

1.5. Workouts

1.5.1. 2x a week

1.5.2. Daily 30 minute walk

1.6. Hobbies

1.6.1. Sports

1.6.2. Sculpting

1.7. Ideal Weekend

1.7.1. Tennis (c/tri)?

1.7.2. Hang out w/ the guys

1.7.3. Home Improvement / Chores

1.7.4. light food w/ a few drinks

1.7.5. Sunday

1.7.5.1. Cofee & Big breakfast

1.7.5.2. Movies w/ Cindy

1.8. Ideal Vacations

1.8.1. Likes them all!

1.8.2. Touring historic cities

1.8.3. Active Trips

1.8.3.1. sports & fun

1.8.3.2. 2 per year

2. Relationships

2.1. Cindy & the kids are the most important relationships

2.2. 2 sisters and brothers in Israel

2.3. Work - Like family

2.3.1. would like to see the legacy continue

2.4. Pets are important

2.5. Baylor

2.5.1. not key

3. Advisers

3.1. Schwab

3.1.1. Fadi

3.1.1.1. Good # of high end clients

3.1.1.2. would be a good strategic partner

3.1.2. 9 Years

3.2. Merrill Lynch

3.2.1. 13 Years

3.2.2. Tom Scater

3.2.2.1. Good friend of Cynthia and the Nakhelh's

3.3. Tom (MBA)

3.3.1. Mazin's cousin

3.3.2. Hands on

3.3.3. Very accurate

3.3.4. 13 Years

3.4. Bill III

3.4.1. Happy (accessible)

3.5. Karen

3.5.1. Okay right now

3.6. Best/Worst Experiences

3.6.1. Best: Fadi

3.6.1.1. Stable

3.6.2. Worst: Frank

4. Values

4.1. Do what I want to do...

4.2. Set up $ for kids

4.2.1. get careers up and going

4.2.2. be successful

4.3. Max to kids

4.4. Minimum to government

5. Goals

5.1. 18k per month income

5.2. Time off

5.2.1. 17-18 days 2x per year 30k?

5.2.2. 4-5 days 6x per year 25k?

5.3. Kids

5.3.1. Now

5.3.1.1. Guide them into the financial world

5.3.2. Future

5.3.2.1. Maximize what we have accumulated for their benefit long term

5.4. Practice

5.4.1. ***

5.4.1.1. A. Get a successor that can care some load

5.4.1.1.1. the key to self satisfaction

5.4.1.1.2. reduces stress

5.4.1.2. B. Mazin manages

5.4.1.2.1. Let it run

5.4.1.3. C. Mentor a successor

5.4.2. Do something to take care of Paul

5.4.3. Do we want a second location?

5.4.3.1. Concern: making sure I have enough money

5.4.4. If not working: would volunteer

6. Assets

6.1. 3 Biggest worries on $

6.1.1. Equitable Return (5-8%)

6.1.2. Side Investment in Real Estate

6.1.3. Cindy knowing what is going on

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

6.6. Property taxes bother 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. Jolly Clip Hair Salon

7. Process

7.1. Likes to be completely involved

7.2. Touch base quarterly w/ $ people

7.3. Mazin / Jan open to keep clarity

7.4. Once a year for a full year

7.5. Wants privacy of financial affairs (6)

8. Kamal

8.1. italian food/ Paris?

9. Big Dash