Who we work with
Individuals
Meet Allison
Allison is a millennial who recently made partner at a prestigious law firm and specializes in real estate transactions. Allison spends as much as she makes and in spite of her high income has not been able to save for her long term financial goals. In meeting with Allison, we educated her on the concept of paying herself first and setting aside money for a rainy day. We incorporated tax mitigation strategies as well as budgeting skill sets. Allison now owns a house, has set aside money for retirement and is on the pathway to financial independence and security.
Families
Meet Phil and Hannah
Phil is head of business development for a technology company and his wife Hannah works for a nonprofit. They have been married for 18 years and have two teenage children. Their daughter Katherine is 15 years old and their son Greg is 13. As college is right around the corner their primary concern is making sure their children are well educated; however, they also would like to upgrade to a new home if at all possible. After much analysis, we structured a way for Hannah and Phil to not only pay for their children’s college education but also upgrade to their dream home.
Retirees & Empty Nesters
Meet Scott
Scott has been a doctor at a prestigious hospital for the past 35 years. He and his wife Emily are empty nesters and live a modest lifestyle in sunny California. After working so hard for so long, Scott is anxious to know IF and WHEN he will be able to retire. His house is owned outright, and Scott has done a good job securing his financial future by setting money aside in his 401(k) plan. After communicating Scott’s desires , we developed a plan in an effort to allow Scott to retire comfortably in only two years. Fast forward to today, Scott is touring Europe with his wife Emily.
Employees
Meet Robin
Robin is an independent woman in her mid 50’s and has started to show signs of dementia. She lives alone and is nervous about outliving her money. Most recently, Robin has required help in the home as well as with daily activities. Her primary objective and biggest concern is that she does not want to be a burden on her family as she has been self-supportive her entire life. In collaborating with her CPA and recommending an estate attorney, we collectively created a plan focused on protecting her and her assets in the future.
Entrepreneurs
Meet Jake
Jake, a catering entrepreneur on the rise, risked big, buying out his partners and putting everything into his flourishing business. His family life with his wife and two daughters was idyllic. But fate had a cruel twist in store. A visit to the doctor delivered a devastating blow – aggressive MS. This unexpected illness cast a dark cloud of fear and uncertainty over Jake’s family. With our guidance, they began to navigate the challenges of this new reality.
Small Business Owners
Meet Sarah
Sarah owns a successful bakery that has grown steadily over the past decade. Despite her business acumen, she faces challenges balancing business growth with personal financial security. She wants to expand her business while also planning for her retirement and ensuring her family’s future is secure. We worked with Sarah to develop a comprehensive financial strategy, including business valuation, succession planning, and personal wealth management. With our guidance, Sarah can now focus on what she loves—baking delightful cakes—while confidently knowing knowing that both her business and personal finances are on a solid path toward a secure future.