Our client, a partner with a major law firm, came to us because he and his wife were struggling to fully grasp their current financial situation. They wanted to balance the expected benefits from his firm's retirement plan with their spending habits and desire to build a vacation home.
Customized, integrated solutions
We began with a dialogue that helped the couple establish their short- and long-term goals, which segued into a discussion around what retirement really meant to them. We also reviewed the couple’s overall expenses and developed a summary of their total financial situation. With our help, the couple was able to address their priorities for the future and worked with us to create a wealth management plan to help achieve them — and build the vacation home of their dreams. Our team of financial professionals assisted by: