- About Us
- Our Approach
Arnie and Louise are conservative by nature and love to save. So they never really saw vacations as an element of a meaningful lifetime gifting program. But through our planning and analysis, we connected their love of children and grandchildren with their desire to see their family enjoy an annual gift.
So we asked, why not gift a family vacation?
Now, part of Arnie and Louise’s financial plan includes annual gifts that fund family vacations that enrich their lives with priceless memories. Just don’t forget the camera.
When her husband passed unexpectedly, Judith was at a loss. How will she fill the gap in her life and in her financial affairs?
Judith never handled the household finances. Her holdings were spread wide and far, and the only clues were in boxes of paperwork in the basement. We went through the boxes, and took Judith through our planning process.
In the end, Judith’s estate and retirement plans as well as her daily finances were put in good order. With that all “set”, Judith can determine “ready” and “go” for herself.
Sam and Tanya are physicians and first generation immigrants. They work hard and save. Their idea of financial planning was to balance their checkbook and walk the results to their advisor’s office.
When they came to us, they had accumulated significant assets, but never considered how those assets might enrich their lives. Upon our analysis, they were shocked to find they could retire immediately if they wanted to. Without delay, Tanya asked, “If this is the case, can I stop clipping coupons in the Sunday paper every week?”
Of course, it’s up to you—just don’t run with the scissors.
Todd built a successful compliance business. Along the way, he started selling safety products to the same clients. The compliance division, while profitable, brought high liability and long hours. The products division had low liability and reasonable hours.
After reviewing his resources and exploring his vision for the life he wanted, Todd’s Private Vista became clear: Collect the fees from the compliance business and close it down, continue selling the products, and spend the extra well-earned time in the North Woods with the grandchildren.
No more wishing for time, it’s time for fishing.
Roxanne was 52-years-old and scared. Divorcing her husband of 20 years and the father of her two teenage daughters was not in her life plan. But here she was staring at the proposed division of assets, liabilities, income and expenses—all numbers on a piece of paper. Up to now, Roxanne hadn’t handled her finances and was worried about her future.
We listened, we understood, we educated; and then, we analyzed the numbers and showed Roxanne a comprehensive, financial plan, which provided options for her future. Her waters were charted again and she was ready to confidently set sail.
Roxanne untied the knot, but she didn’t get tangled up in the process.
William spent a year commuting from his home and family in one city to work in another, often staying for several days. William was missing his family grow up, so he came to us with a question: Can I afford to relocate my family near my work where the cost of living is higher?
As a senior executive, William’s compensation package was complicated. We analyzed the financial impact of the move, both short term and long term, and came to William with this answer: Money is no issue, it’s your move.