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...
Married with Young Children

Married with Young Children

Name: Caleb and Ashley Age: 37 and 35 Profession: Engineer and Nurse Primary Goal: With the birth of their second child, Amy, can they financially afford to allow Ashley to transition into part-time work so they can spend more time with their two young children during...