Many of our clients come to us with similar circumstances and concerns. To help you understand how we work together with our clients, we’ve put together sample client profiles. These profiles aren’t all inclusive and any advice would be tailored specifically to each client’s situation.
A married couple in their 40s whose children have moved out and are becoming independent have an increased focus on preparing for retirement.
A single professional is focused on paying down student loans while saving for both retirement and travel.
A married couple with young children at home is looking to build an emergency fund, invest towards retirement, and save for children’s education
We begin everything with a conversation – complimentary, casual, and pressure-free. Our goal is simply to get to know you and your ideas, and then determine whether we’re a good fit to help you work toward them.