Client Stories

Here is an example of how we have helped our clients with their financial needs. Angela and George’s Story I began working with Angela and her husband George just as they were both about to retire.  George had already reduced his work commitments due to a degenerative disease.  They had also significantly simplified their home…

Here is an example of how we have helped our clients with their financial needs. Carolyn’s Story When I first met Carolyn, she was a vivacious, engaged person with an active social life.  She had been widowed for a few years, and we were thinking about the potential of her eventually needing long term care. …

Here is an example of how we have helped our clients with their financial needs. Bethany’s Story My relationship with Bethany began many years ago when she became more actively involved in managing her Aunt’s financial life.  Her Aunt Suzie had the majority of her investments in one hotel stock, and the company had just…

Here is an example of how we have helped our clients with their financial needs. Claire’s Story Claire, like me, was widowed after her husband lost his battle with cancer.  Claire’s children were already teenagers when their father died, and their struggles with grief compounded the struggles that teens already feel to fit in, trying…

Here is an example of how we have helped our clients with their financial needs. Michael’s Story Michael first became my client shortly before the financial crisis of 2008. He is a hard-working person, employed by a major financial institution that had been hugely successful. The first time I looked at his portfolio, he had…

Here is an example of how we have helped our clients with their financial needs. Roger’s Story Roger was a small business owner who had led an adventurous life.  When I first started working with Roger, he still actively worked in his business.  His personal situation was not uncommon – he had two adult children…