Case Studies

When he mentioned he was on a roof, we were concerned—thankfully, it was part of his job as a small business owner. While he excelled at running his rapidly growing team, he needed guidance on protecting his family and planning for the future. She was a dedicated working mom of

He was a highly successful small business owner facing a six-figure tax bill every year. She was a stay-at-home homeschooling mom who wanted a financial plan that would allow him to spend more time with family and lower his stress levels.

This client worked in a different state and was eager to retire, though he wasn’t sure if it was possible. Not a fan of technology, he was thrilled to learn we could make house calls after being referred by his sister. His biggest concern was finding suitable health insurance before

The COVID-19 pandemic cost her husband his job, and she was ready to retire as well. The 401(k) advisor at her workplace was doubtful that they had enough saved, and after interviewing several financial advisors who gave conflicting advice, she turned to us on the recommendation of a friend from

This client was a beloved teacher whose aging mother needed her support, while her daughter still required help paying for school. Although she hadn’t planned to retire for several more years, she knew she needed to step away from work to dedicate her time and energy to her mother.

After getting married last year, this couple was ready to start planning their future together. Both were bright, hard-working, and earning significant incomes. While they were committed to saving for retirement and had no debt, they had several shorter-term goals that felt challenging to reach.

This client had seen his income steadily rise over the years, and his employer recently offered him an intriguing but complex retirement incentive plan. The plan came with extensive paperwork and significant tax implications that he didn’t fully understand. That’s where we stepped in.

A couple was referred to me by a coworker, seeking guidance as they planned to retire within a few years. Both had stable incomes and some retirement savings, and they were eager to leave the workforce as soon as possible.

They were deeply concerned about the possibility of ending up in a nursing home or depleting the legacy they had built for their kids. Being dependent and financially insecure late in life was a frightening thought.