Dave and Rachel Lake 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. They also wondered if they could afford a major home remodel. A family friend recommended the services of an advisor.
At the time, Dave was still working as an IT executive. Now, they’re both retired. The couple wanted to know what they could afford, and they had different ideas about that. They knew how much money was coming in, but they wondered how they should be spending and saving now to prepare for their family’s future.
Their early discussions went smoothly: topics like indexed funds were easy to understand with clear explanations and factual support. The Lakes felt much more comfortable with their future goals when they understood these complex economic concepts.
Retirement, wealth transfers, market dips, and family emergencies go much easier when you have a dedicated and reliable financial planning team by your side.
The article listed above summarizes a hypothetical scenario developed to illustrate the kind of people we help and the problems we solve.