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Oftentimes, the best way to share big picture ideas is through stories. The following client stories illustrate how we help individuals, families, and retiring professionals set and achieve their life planning goals.

Software Engineer Wanted Financial Independence

Jason was a software engineer working at a tech start up when we first connected with him. He had recently left a position at a large multinational for the challenge of a younger, smaller firm. He was earning $150,000 a year, along with a $50,000 bonus, and 500 restricted stock units. In addition, he had $500,000 in RSUs from his previous firm…

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Corporate Executive Preparing To Retire

When we first met Beth she already had substantial assets, but 20% were in cash, she had five different IRAs with multiple institutions in multiple states, she had multiple brokerage accounts, and there were numerous redundancies and tax liabilities. She was a retired corporate executive who was five years away from Medicare and receiving medical…

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Married Professionals Wanted To Pay Off Debt And Build Savings

I first started working with Ian when he was a medical student who had inherited a portfolio from his grandparents. He wanted to be a good steward of the money and intended to grow the account while he finished med school so he could use it for a down payment on a house when he graduated. About a year later, Ian married Erin, a professional in the medical field as well…

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Professional Couple Planning For Retirement

There is nothing more rewarding than knowing you’ve raised three self-sufficient kids. When we first met Chris and Cynthia, their youngest had just graduated college, and was moving into her first apartment. They were officially empty nesters, and were ready to begin their next chapter in life. But when the dust settled, they realized they didn’t know…

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