Ridgeline Financial Group
Quiet, and still on your roster
Work in progress
No projects are on file for Ridgeline Financial Group.
- closedAug 31 to Jul 30
- Theo Sandoval318.4 hours · 18% of logged time
- Priya Nair318.4 hours · 18% of logged time
- Sam Bauer318.4 hours · 18% of logged time
- Marcus Lee318.4 hours · 18% of logged time
- Maren Voss188.7 hours · 11% of logged time
- Colin Reyes183.8 hours · 11% of logged time
- Quinn Alvarez100.9 hours · 6% of logged time
Projects on time
Not measured
No projects join to this client, so there is nothing to be on time for.
Projects on budget
Not measured
No projects join to this client, so there is no budget to be within.
- 7 people have logged time on this client. Theo Sandoval carries the most at 318.4 hours.
Year to date
Billed year to date
Not measured
Nothing is on file for this client inside the window (year to date: jan 1, 2026 to oct 21, 2026).
AGI year to date
Not measured
Nothing is on file for this client inside the window (year to date: jan 1, 2026 to oct 21, 2026).
Billed of contracted
Not measured
Every engagement on file for this client is closed, so there is no open contract to bill against.
Measured over its own window, not the year to date. Each reading states which.
Not measuredmargin · no fee revenue billed in the the 12 months to September 2026 window
Billed value
n/aest.
No fee revenue billed in the the 12 months to September 2026 window
Last touch
14mo ago
logged work or invoice
Platform ledgerA number this platform computed from your connected, synced data. It is not read out of a single outside tool; the tool-badged chips cite those records directly.Computed from: Platform ledger · as of Oct 22Platform ledger · as of Oct 22
Retainer movement
Off the book
1 engagement, over the last 365 days
Platform ledgerA number this platform computed from your connected, synced data. It is not read out of a single outside tool; the tool-badged chips cite those records directly.Computed from: Platform ledger · as of Oct 22Platform ledger · as of Oct 22
Share of AGI
Not measured
No adjusted gross income we could read for this client, so it is left out of the shares rather than counted at zero.
No logged work or invoice in 14mo ago. Still counted on your roster.