Archives: Clients

Getting Started

Sep 4, 2019
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

Sep 4, 2019
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?

Sep 4, 2019
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

Sep 4, 2019
Tim is recently divorced and relocated to California from the Seattle area.  He’s 59 and is getting ready to retire […]

Divorcee

Sep 4, 2019
After a 25+ year marriage, Sally (54) finds herself recently divorced from Doug, a psychologist.  Sally was a stay-at-home Mom […]

Widow

Sep 4, 2019
Susan, 63, is a school teacher in Santa Rosa, where she has taught 6th graders for the past 15 years. […]