John and Ann: Deciding What Matters Most

Leading up to retirement, John and Ann wanted nothing more than to move away from the hectic NY lifestyle and live in their rural escape in New Hampshire. We reviewed their budgets and held many conversations regarding the cost of living, their expectations for income and the amount of their resources at retirement.  Six years… Continue reading>

Candace: A New Widow Wondering What’s Next

Candace had just lost her husband barely two months earlier when she was referred to us. She was, understandably, in a highly emotional state. What made her so anxious to meet with a new financial advisor? Her husband had died suddenly and she had no idea whether she could safely grieve without financial worry. We… Continue reading>

Mary: Starting Over After Divorce

“This is my year” Mary declared. “I will take control of my life and my money.” After a long, ugly divorce, Mary was ready to attack the stack of financial papers that represented her sadness, confusion, fear and anger about money. “That’s wonderful, Mary. I’m here to help.  Tell me what is most important for… Continue reading>