Navigating Career Crossroads

A client came to us with a decision to make. She felt her career was at a crossroads. She was unhappy with where she was and had ambitions of doing something different…

Overcoming Money Personality Biases

A client had successfully saved enough wealth to retire early. In fact, she was overfunded and could easily afford to enhance her lifestyle. However, her money personality was heavily skewed toward protection…

How Do I Make This Work?

The client was 10 years into retirement when the Great Recession of 2008 hit. At the same time, an external source of retirement income was reduced greatly. The combined impact necessitated an adjustment to his plan…