Skip to content
Skip to footer

Financial Advisor Case Studies

Saenz Family

Self-employed and aiming for financial independence by their early 50s.

Kelly Family

High earners and big savers who are transitioning toward retirement.

Tsan Family

Retirees in their early 60s with funding goals for travel and their kids.

Meredith

Recently divorced, in her 70s, and looking forward to a solo retirement.