WEALTH MANAGEMENT EVOLVED

Family Time


View Arnie & Louise's Story

Family Time

Arnie and Louise are savers by nature and never really saw vacations as an element of a meaningful lifetime gifting program. 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.

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Lost & Found


View Judith's Story

Lost & Found

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 had 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 so she could focus on more important things like spending time with her children.

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Find Your Private Vista


View Justin & Emily's Story

Find Your Private Vista

Justin and Emily spent their careers planning for retirement, like they were always told to do. However, they focused solely on the dollars and getting themselves from point A to point B. Justin and Emily didn’t consider their next steps after arriving at point B.

We helped Justin and Emily to think about retirement from a different perspective—how were they going to invest their time and energy with their new found freedom? How would it affect them personally and affect their relationships? We talked through the upcoming transition and worked to develop unique “life” plans for both of them to help continue to live fulfilling lives in this new phase.

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Business Sense


View Todd's Story

Business Sense

Todd built a successful construction company. Along the way, he started selling construction equipment to the same clients. The construction company, while profitable, brought high liability and long hours. The equipment side of the business 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 construction business and close it down, continue selling the equipment, and spend the extra well-earned time in the North Woods with the grandchildren.

 

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Unchartered Waters


View Tina's Story

Unchartered Waters

Tina 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, Tina 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 Tina a comprehensive financial plan which provided options for her future. Her waters were charted again and she was ready to confidently set sail.

 

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Your Move


View William's Story

Your Move

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 some important milestones in his family’s lives, 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 shouldn’t be holding you back from relocating your family.

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Family Beginnings


View Bradley and Lauren's Story

Family Beginnings

Bradley and Lauren both worked full time and had done basic financial planning as a couple. Now, with three young kids, they were really thinking about their family and how to financially prepare for the future. They had a savings plan, but was it maximized for their family’s needs? Did they have the right insurance coverage to protect the plan in case something happened?

We sat down with Bradley and Lauren and talked through their questions regarding allocating their resources between college and retirement savings. As they began to accumulate wealth, it was so important that they made these financial decisions together, with the guidance and help of their advisors. We set their family up for financial and personal success so they can feel confident in their future.

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Starting Out


View Kaitlyn's Story

Starting Out

Kaitlyn was a few years into her career and starting to accumulate wealth. She had a 401(k) set up, but she had heard co-workers talking about deferred compensation and wondered if she should be doing more. Kaitlyn had many questions that we were able to provide answers to.

We had worked with Kaitlyn’s parents, so it was a natural fit for us to start working with Kaitlyn. We talked through putting together a long-term financial plan for Kaitlyn so that she could start to align her financial and life goals. Kaitlyn was able to focus on her career knowing that her financial future was secure.

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