Baby BoomersMeet James and RebeccaAs they approach retirement they're looking to spend more time traveling and enjoying life. They've been dependent on earning their income and have jitters about needing to rely on their investments in retirement to provide that same income. They want comfort in knowing enough income will be generated from their accounts to support the lifestyle they want to live.Learn morePriorities: Establish a tax efficient plan to maximize their income in retirement while preserving their principal. Young CoupleMeet Sara and MarkA young couple who spends a lot of time and energy advancing their careers. They know that now is the time to prioritize saving inside of their employers retirement plan, to open a joint investment account and start saving for their kids college education. Learn morePriorities: Begin a relationship with a trustworthy advisor who helps monitor their investments and financial plan. Evaluate if they're saving enough for college. Corporate ExecutiveMeet CarlAn executive at a publicly traded company. He’s put in years of dedication to his company and his career still has longevity. As a key employee he’s accumulated significant wealth in the company stock, participated in the deferred compensation plan and saved into his 401k. But he needs to tie it all together and understand the end goal for these assets.Learn morePriorities: Develop detailed cash flow projection to help make decisions. Find a trusted investment team. Execute a game plan.Social ActivistMeet SashaShe is an active part of the community and is supportive of social and environmental causes. She wants to invest and save for her retirement but doesn’t want her assets invested in companies that don’t align with her values.Learn morePriorities: Customizing her investment portfolio to align with her values. Business OwnerMeet DavidHe started his business from nothing and has grown it to become a very successful establishment. His sweat equity has paid off in a sizable annual income and an increase in the value of his company. David’s done a good job of saving but as he considers the next steps in life he’s looking for someone to partner with to help make calculated financial decisions with. Learn morePriorities: Consider options for an exit strategy, Investments for new cash, revamp current investment portfolio. Be mindful of taxes.PhysicianMeet Lauren She's dedicated her life to helping others in her community. With little time to watch over her own finances she's looking to work with someone she trusts to monitor her nest egg. Learn morePriorities: Find a trusted advisor to help create a financial plan that will guide her towards better investment outcomes.