Case Studies

Case Study: Retiring in Place

Case Study: Retiring in Place

Launa and Andrew are a wonderful couple who have enjoyed raising their daughter in Lafayette. Now that she is on her own, they want to take some time to enjoy themselves while maintaining their current lifestyle.

Case Study: How Long Will My Funds Last?

Case Study: How Long Will My Funds Last?

Zasa lost her husband suddenly and after years of relying on him for her finances, was left on her own. Unsure of how to pick up the pieces, Zasa was in search of someone to look out for her best interests and advise her on every part of her financial life as she settled the estate.

Case Study: Investment Strategy 101

Case Study: Investment Strategy 101

Julianna and Arthur are in their highest-earning years, working for large technology firms in the South Bay. Arthur has managed the couple’s investments but has never felt very confident in his investment choices. Though their portfolio has grown considerably over the years, they wonder if they could have done even better with a more long-term approach to investing.