My spouse and I each have student loans from our professional training. What are the trade-offs between paying off the debt versus building an investment portfolio?

We just inherited money from my parents.  We want to be good stewards of their generosity.  Is there a firm that will integrate our perspective on sustainability when managing our investments?

Over the years, my finances have evolved and now I have accounts all over the place. I need a clear picture of what I own.

I want to own a portfolio of high quality companies and generate some dividend income. It is important to me to know that if I have a question, I can call and talk to the person who is managing my portfolio.

Between my CEO role and board service, I don’t have time to allocate to manage my personal assets. I’m looking for a team that will listen to my objectives and execute on those plans while collaborating with my CPA and lawyer.

For many years, we have focused on our careers and raising our children.  Most of our investments are concentrated in the stock of the companies we work for.  Are we too heavily invested in our employer’s stock?

I just sold my business and I will be meeting my expense needs with the proceeds of the sale.  I’m looking for someone I can trust and collaborate with to make a plan.  Someone who will tell me what they really think, not just what they think I want to hear.

My spouse and I want to retire. Throughout our careers, we have budgeted our expenses against our paychecks, but now we need a plan that demonstrates how our retirement will work. Do we have enough money to retire?

In the past, my spouse always handled all the finances and now I am in a position where I need to handle it myself.  Do I have enough money and how will all of this work?