Our Clients

Our 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 […]

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Hitting Your Stride

Brian (46) is a corporate attorney in the entertainment industry who travels a lot for work. His wife, Amanda (41), […]

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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 […]

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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 […]

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Divorcee

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

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Widow

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

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