WHAT'S YOUR STORY?
Let’s write it together.
You have unique financial concerns and ambitions, whether you’re a young professional, a retiree, or anywhere in between. As we learn your story, we can help your money serve you, not the other way around. Through this process you may better understand what your money means to you, allowing for clear, smart choices.
As Michael and Laura approached their mid-fifties and saw their three children all graduate from college, conversations about "what's next" came up more frequently. Over the span of their careers, years of hard work and dedication accumulated into a healthy nest egg. Michael and Laura’s hope is to protect it and make their wealth last. Laura loves her job teaching children. She continues working because she wants to, not because she has to.
Following the passing of her Aunt, Danielle learned she was the sole beneficiary of the estate. Unsure of how to manage this new wealth, Danielle wanted to talk with a professional who could help her explore what money meant to her and how to best manage this new wealth in her financial life.
Five years ago, James and Debbie celebrated their retirement by trading the busy city life for the small, peaceful town of Charlottesville. Living off of their accumulated assets, they spend most of their time volunteering, travelling, and spending time with their children and grandchildren. While this couple is far from the finish line, they know they will not be here forever and want to plan accordingly.
As a father of two, a husband, and a small business owner, Tim hasn’t had much time to plan out his long-term financial goals. Although he is in the earlier stages of his career, he has already recognized the importance of capitalizing on his strong earning power. Tim’s first priority is to take care of his family's future, and he hopes to do that by growing and protecting his wealth.
These are hypothetical examples and are not representative of any specific investment.
