Case studies

Susan came to us two years ago looking for advice on retirement in 10 years when she turns 55. The first thing we did when we got started was to review all her assets. She had worked in Europe and Asia over the past decade, so she had assets spread around the world. When we listed everything in a single document, we discovered that she had 20% more money than she thought. A large amount of that was cash in foreign currencies. Now, we work together reallocating and consolidating her assets to make all of her money work hard for her. Susan also inquires regularly about financial questions that come up in her life, like buying or leasing a car and optimizing her tax situation. We happily answer her questions and provide reassurance that she is on the right track.