Widowed

Widowed

Name: Rachael Age: 62 Primary Goal: Get organized financially, create a reliable income stream in retirement, and help fund grandkids college education Rachael recently retired after a long and rewarding career. She was so excited for all the retirement plans she and...
Nearing Retirement

Nearing Retirement

Name: Bill and Denise Age: 58 and 56 Profession: Business Analyst and Engineering Supervisor Primary Goal: Consolidate investment accounts, minimize taxes, and create a reliable income stream in retirement. Bill and Denise have both worked at the local utility company...
Aspiring Entrepreneur

Aspiring Entrepreneur

Name: Mark and Rebecca  Age: 31 and 30 Profession: Computer Programmer and Accountant Primary Goal: Determine whether they can financially support Rebecca’s desire to leave her job and start her own Business. Mark and Rebecca met in college, and have worked...