Being a technology executive lends itself to using tools to DIY her finances and portfolios. Now her years of success have grown her wealth to a level she needs sophisticated strategies to protect her wealth, plan for future growth and lower her tax bill along the way.

Being less than five years from retirement can draw a in the sand for pre-retirees. Henry has had financial advisors over the years but never a comprehensive financial planner. He knows he gets one good shot at making this work and he needs more support to get there.

As a professor and educator she enjoys learning about investing and financial planning. Jessica was a long-time investing enthusiast for her personal finances until she received an inheritance and suddenly the stakes were higher. There was a need for deeper income tax planning on her inherited investment and retirement accounts together with wanting an experienced professional to carry the burden of her new assets.

Long days during the week and active weekends focused on growing the business has him booked solid. This founder is capable of managing his own financial plan, but he has chosen to focus on other items of business and co-source his personal financial planning and investment strategies by working with a Certified Financial Planner professional.

Transitioning from Business Owner to Retiree is a big adjustment. After years of relying on revenue from the business for financial support, suddenly now her investment portfolio as a result of the business sale, is now providing most of Brenda's annual income and paying for her lifestyle.