After many years of building successful careers and raising a large family, a playful and young-at-heart couple was ready to retire.
They wanted to see the world, buy a vacation home, adventure with their grandchildren, learn to sail, and give back to their community. What they didn’t want to do was worry about money.
We helped them put together a plan to reach their goals and manage their finances so they could create the life they wanted to live.
A woman separates from her husband and ultimately receives a large settlement through the divorce.
Having never been involved in the management of her family’s money, things like “asset allocation” are unfamiliar concepts and she hardly knows where to begin. She feels overwhelmed navigating the workforce and planning for her financial future.
We helped get her finances in order and develop a cohesive strategy to carry her through a new career and a comfortable retirement.
A professional couple saves sporadically over the years, but the addition of young children makes them desire a more intentional and strategic financial approach.
They want to ensure they can afford to send their children to a good university, take annual family vacations, remodel their house, and still be able to save for retirement.
We helped the couple prioritize their goals, allocate their money, and invest it appropriately for each purpose.
An elderly man loses his wife to cancer after many years of marriage. The concerned family wants to ensure his finances and estate are in order, particularly given the high costs of healthcare.
We worked with the family to assess dad’s current financial situation, manage the estate transition, and resolve any outstanding medical debts. Then we created a detailed plan for him to follow while conservatively investing dad’s money to ensure he’s comfortable and secure for the rest of his life.
