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A Typical Client Conversation

My clients consist of both working professionals and retirees.  These are some of my frequent conversations:

High-income earner suddenly finds him/herself too busy with their career and family and is seeking a point person to help save the time necessary in making prudent financial decisions

Retiree is seeking most tax efficient way to spend retirement income, to outlive their money, and to leave a lasting impact on their family.

Small business owner has been busy growing a successful business and is now concerned about managing investments, contingency planning for his family and being tax smart.

Employee of a company gets paid significantly with company stock and needs help developing a systematic diversification plan.

A salesperson has uneven cash flow and needs help developing a realistic savings strategy.

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