The Story
Ginger has always been good at being thrifty. It’s who she is. Though she had significant sources of income and had saved well, it was challenging for her to feel confident that her savings were sufficient to live on for the rest of her life. This is true for a lot of people: it is difficult to interpret the implications on day-to-day life by looking at one lump sum of one’s worth.
Ginger came to us wanting to know that what she had meticulously saved throughout her life would simply be enough.

The Story
Bill and Mary have both led full, successful careers. Their combined salaries support a high standard of living. They consistently contribute to retirement accounts and have assumed that this is enough to carry their standard of living through retirement. When the couple began discussing retirement, they assessed their accounts. The money seemed like a healthy amount. But for a second opinion, they sought our professional advice. When we translated the sum of savings to a monthly budget, Bill and Mary were stunned. The monthly amount was not nearly what they’d thought it’d be.

The Story
We met Steve when he was in his late 50’s. He had worked as an engineer for all of his life, and he was starting to think about the next chapter. With an excellent pension and an IRA, he knew he was set for a secure retirement – five to seven years in the future. But Steve was ready to
make that future his reality much sooner. We became his partner in figuring out how to help Steve retire on his terms.