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How we’ll help:
Ruth, a divorced single mother with young adult children, is committed to instilling financial literacy, responsibility and independence in her kids. Each year, she gifts her children with a Roth contribution and has made a conscious effort to educate her children about intentional investing. She’s equally passionate about making charitable donations to the causes she cares about – her main goal is to feel confident that her money is making a positive impact on the lives of others. As Ruth and her children get older, she’ll have comfort knowing that her children will be taken care of even after she’s gone.
How we’ll help:
Kevin, a pharmacist in his early 60s, is in the process of transitioning from accumulation (net saving) to retirement (net spending). Although Kevin is retiring early, he plans to continue working part time as a piano teacher and will be making passive income through a variety of investments, including an AirBnB rental property. With the help of a trusted financial advisor, Kevin made the decision to defer his social security and hopes to find a strategy that will maximize and coordinate his income sources to complement one another.
How we’ll help:
Carmen and Stephen, a couple in their early 40s with young children, are intent on saving for their kids’ college educations AND their own retirement. They’re also in the midst of upsizing homes and will be soon taking on a new home mortgage. Carmen and Stephen are not only looking for financial guidance while in the thick of this transition – they’re seeking a partner and advocate to keep their best interests at heart when planning for the future.
How we’ll help:
Adrian, a younger client in his early 30s, is on a mission to make smarter financial decisions, become more involved in the world of investing, and ultimately grow his wealth substantially over time. Adrian has expressed interest in needing a financial and emotional sounding board, as well as someone who can break down the different types of investments and help them identify the right approach. Moreover, Adrian prioritizes socially conscious investing – meaning he’s sympathetic to supporting businesses that make a positive impact on the community.
How we’ll help:
Jesse owns a successful, quickly growing bakery and, after hiring a handful of new employees, is ready to set up a company wide retirement plan and other financial incentives. But how does Jesse save enough for herself AND her employees? For this reason, Jesse seeks a financial partner who can help advise her on how to best use her funds to support her employees while appropriately compensating herself for the hard work she does.
How we’ll help:
