Archives: Clients
Getting Started
Jeff is a 37-year-old software developer and his wife, Toni, is a 32-year-old Human Resources consultant. They live in Santa […]
Hitting Your Stride
Brian (46) is a corporate attorney in the entertainment industry who travels a lot for work. His wife, Amanda (41), […]
Almost Retired…What’s Next?
Ken (67) is getting ready to retire in less than a year as a corporate executive from a firm where […]
Using the Internet to Find a Replacement Advisor
Tim is recently divorced and relocated to California from the Seattle area. He’s 59 and is getting ready to retire […]