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Who I work with

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Starting Out

  • How much house can we buy?
  • How much do we need to save for ourselves and children’s college?
  • How do we make optimal use of our employer’s retirement plans and other savings vehicles?
  • What’s the impact if one of us were to stop working to raise children?
  • How much life and disability insurance do we need?

Sample Younger Family Plan

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Mid life

  • Am I on track for retirement?
  • Is my portfolio taking the right amount of risk?
  • Is it cost and tax efficient?

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Pre-retirement

  • How soon can I retire and maintain my standard of living?
  • Should my portfolio change?
  • When should I claim Social Security?
  • Do I still need life insurance?
  • How do draw down my savings in a tax efficient manner?

Sample Retirement Feasibility Study

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Investors

  • How do I create a low cost, tax efficient portfolio that optimizes all household accounts into one portfolio?

Sample investment plan


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