Ready to Make Work Optional
Mark and Jen weren’t sure where to start. They didn’t know how to scale back at work and they were concerned about having enough wealth saved to accomplish their goal of traveling and enjoying time with family.
When they hired us, they wanted to gain a full understanding of their financial life and the options they had for the future. After learning more about the couple’s goals and resources, we had what we needed to start strategizing on a customized wealth management plan.