The Around-the-Corner Retiree – They are unsure if they’ve saved enough and worry about running out of money in retirement. They are looking for direction and peace of mind as they plan for the next stage of their lives.
The Diligent Saver – They’ve done great, but now they have multiple accounts and are unsure if they have everything invested in alignment with their goals. They are seeking consolidation, clarity, and simplification of their finances with a strategic plan.
The Power Couple – Executives and successful small business owners with situations too complex for self-management. They are pursuing help to coordinate their finances through a collaborative approach