A collection of scenarios developed to illustrate the kind of people we help and the problems we solve.
These are all hypothetical scenarios.
Dave and Rachel were looking for a financial planning firm to help them plan for their retirement — a retirement that would enable them to live well and leave something to their two sons and their families.
Age: Early 70’s.
Location: Boston, Massachusetts.
Occupation: Retired IT executive.
Goals: Transfer wealth to children.
Age: Early 70’s.
Location: Boston, Massachusetts.
Occupation: Retired IT executive.
Goals: Transfer wealth to children.
Sue is serious about her finances, spending her professional life in international banking. Now that Sue is retired, she wants money that lasts and allows her to travel the world.
Age: Late 60’s.
Location: Annapolis, Maryland.
Occupation: Retired – International Banking.
Goals: Travel the world.
Age: Late 60’s.
Location: Annapolis, Maryland.
Occupation: Retired – International Banking.
Goals: Travel the world.
Sean and Elise were thinking about starting a family. They wondered what options they had for work, careers, and childcare and needed to be sure they had sufficient assets for themselves and their future children.
Age: 30’s.
Location: Chicago, Illinois.
Occupation: Tech & Finance.
Goals: Start a family.
Age: 30’s.
Location: Chicago, Illinois.
Occupation: Tech & Finance.
Goals: Start a family.
Jake and Sarah wanted to retire early so they can spend as much time as possible with their two children. Before that happens, they’d like to have enough resources to chuck their high-stress jobs, no matter the salary.
Age: 40’s.
Location: Pittsburgh, Pennsylvania.
Occupation: International Energy Company SVP & Communications Firm exec.
Goals: Spend more time with family and decrease stress.
Age: 40’s.
Location: Pittsburgh, Pennsylvania.
Occupation: International Energy Company SVP & Communications Firm exec.
Goals: Spend more time with family and decrease stress.
Bob and Edna had a dream — a rustic vacation home in Utah. They were ready to take the next step but wanted to ensure this purchase would not jeopardize their retirement living standard.
Age: 40’s.
Location: Las Vegas, Nevada.
Occupation: Business Owners.
Goals: Buy a vacation home.
Age: 40’s.
Location: Las Vegas, Nevada.
Occupation: Business Owners.
Goals: Buy a vacation home.
Cindy and John dreamt of ditching Boston and retiring in Arizona’s warmer and sunnier climes. With each passing month, the couple grew more and more eager to leave, but felt constrained by their small business near the city.
Age: 60’s.
Location: Boston, Massachusetts.
Occupation: Business Owners.
Goals: Retire in Arizona.
Age: 60’s.
Location: Boston, Massachusetts.
Occupation: Business Owners.
Goals: Retire in Arizona.
Alan and Joan dreamed of being stress free in Arizona after years of working demanding hours and a serious medical diagnoses. The couple needed to know if they had saved enough to make their dream come true.
Age: 50’s.
Location: Boston, Massachusetts.
Occupation: Entrepreneurs.
Goals: Retire in Arizona.
Age: 50’s.
Location: Boston, Massachusetts.
Occupation: Entrepreneurs.
Goals: Retire in Arizona.
Dominic and Hannah had a goal of quitting their jobs and exploring the National Parks. The couple wondered if they could make it work and how much savings they would need before they could hit the road.
Age: 30’s.
Location: Des Moines, Iowa.
Occupation: Sales & Nursing.
Goals: Road trip and live off savings.
Age: 30’s.
Location: Des Moines, Iowa.
Occupation: Sales & Nursing.
Goals: Road trip and live off savings.
Grace and Henry are retired teachers that didn’t want to stress about their finances. When Grace’s father died and his accounts were spread all over several financial institutions, the couple needed a firm they could trust to untie the knots.
Age: 60’s.
Location: Boston, Massachusetts.
Occupation: Retired teachers.
Goals: Organize finance accounts.
Age: 60’s.
Location: Boston, Massachusetts.
Occupation: Retired teachers.
Goals: Organize finance accounts.
Bob and Lydia decided it was a good time to dive into their financial plans when Dave got a new job with better benefits. The couple needed to decide whether or not disability insurance is necessary for a healthy 35-year-old.
Age: 30’s.
Location: San Francisco, California.
Occupation: Software Engineer.
Goals: Organize financial plans and benefits.
Age: 30’s.
Location: San Francisco, California.
Occupation: Software Engineer.
Goals: Organize financial plans and benefits.
The articles listed above summarize a series of hypothetical scenarios developed to illustrate the kind of people we help and the problems we solve.