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We work with a variety of clients from all income levels who are looking for guidance and confidence in their portfolio. Below we have examples of clients who would benefit from our services.

Meet Lisa and Bill

Meet Lisa and Bill

A teacher who needs help to plan and prepare for her next steps.

As an educator, wife, mother, and caretaker for her aging parents. Lisa is doing her best to balance it all. Her loving husband, Bill, travels a lot on business and helps out when he can. They would like to make sure their family is prepared for their new chapter.

Their primary concerns:

-How much should we be saving for retirement?

-How are my investments in my 403(b) doing? Should I be making changes?

-How much life insurance do we need?

-Which pension option is best; lump sum, joint life, or single life?

Lisa is 50 and works as an elementary school teacher. Her husband Bill is 55 and works at a tech company as an engineer. They just celebrated their 25th wedding anniversary and they have a 22-year-old daughter who just graduated from college and is starting her own life.

After being at the same school for 20 years Lisa is starting a position at a new school and needs help setting up her 403(b). She is looking to meet with an advisor in the hopes of setting up a budget, making sure her 403(b) account meets her retirement needs, and ensure that the transition to her new job is as stress-free as possible. Bill has questions about his stock options and saving for their daughter’s future wedding. As a couple, they would like to have an organized plan of action for their new chapter. 

*This is a sample client situation and not an actual client.

Meet Nicole

Meet Nicole

An unexpected inheritance from the passing of a loved one.

Her primary concerns:

-How do I manage my newly inherited property and stocks?

-Should I sell or rent my (investment) real estate properties?

-How do I move my inherited accounts into my name?

-Can I retire earlier now?

Nicole is a 39-year-old bookkeeper who is not married but lives with her longtime boyfriend. While Nicole doesn’t have any children, she did take care of her father in the last years of his life while he was sick. Her father owned land with mineral right and he had been living off the income from the mineral rights. When he passed the land and mineral rights passed on to her. Since her father’s passing, she has been overwhelmed with the process of giving her father a dignified send-off while balancing intense emotions from other family members. Nicole is looking for guidance in this time of mourning and assistance in adjusting to her new financial position while planning her new chapter.

*This is a sample client situation and not an actual client.

Meet Mary

Meet Mary

A newly single woman looking for affirmation and stability after divorce.

Her primary concerns:

-Should I sell my family home? Rent it out or can I afford to live there on a single income?

-Are my 401(k) and stock options from work on track?

-How do I balance my expenses and single income?

-How do I update my beneficiaries on my accounts?

Mary is a 47-year-old woman working as a Network and Computer Systems Administrator at a tech company. She was married to her husband for 18 years and together they had two children and both are away at college. While Mary is happy about her newfound freedom, she is still scared about moving into this new chapter of her life. She is looking for ongoing advice and support as new challenges and opportunities arise. Overall, she is looking to organize and fully understand her new financial situation, make her 401(k) and stock options work for her.

*This is a sample client situation and not an actual client.

Meet Susan

Meet Susan

A nurse who is getting ready to retire soon.

Her primary concerns:

-Am I on track to retire within the next 5 years? Will I have enough retirement income to travel more?

-Are my investments doing well? Should I make changes?

-Should I pay off or refinance my home before retiring?

-What pension option is best for me? Lump-sum or lifetime income?

Susan is a 61-year-old woman who has been working in the Healthcare field as a Nurse for the last 31 years. She is single with no children and would like to retire five years from now. Susan is considering moving to another state with lower living costs after she retires in an attempt to stay within budget. She has multiple accounts such as a pension fund, 403(b), and IRA that she wants to make sure are setting her up for a comfortable retirement. Susan wants to move forward with confidence that she is set up for her new chapter.

*This is a sample client situation and not an actual client.

Are you looking for financial advice like these clients above?

Book a 15 minute introductory call with us and we will see if we may be able to help you feel more confident, find clarity, and start to organize your new chapter.

Schedule now

(08/20)