People Like You

Still wondering if we can help you? We realize that with money it can be easy to think you’re the only one with your circumstances. Although everyone’s individual situation and details are unique, there are often more commonalities than you’d expect. We decided to profile 6 of the clients we’ve worked with in the past year (don’t worry if you’re a client, we’ve changed names and identifying details for confidentiality) so that you can read about their goals and struggles. Chances are, you’ll be able to identify with pieces of more than one profile.

The Entrepreneur

Mary Shaw, 49

The Small Business Owners

Rebecca Baker and Joanne Schwartz, 50 & 55
Physical Therapist and Massage Therapist

The Single Income Household

William Diaz and Amanda Peters, 32 & 33
Software Engineer and Self-Employed Copywriter

The Young Family

Tom and Stephanie Jones, 39 & 37
Sales Manager and Registered Nurse

The Ready to Retire-ees

Elizabeth and Richard Collins, 61 & 63
CPA and Director of Finance

The Millennial

Justin Avers, 32
Senior Business Analyst

The client experiences described may not be representative of any future experience of our clients, nor considered a recommendation of the advisor’s services or abilities or indicate a favorable client experience. Individual results will vary.