The white carriage pulled by a white horse took us down the gentle grade around the back of the lake in full view of the guests seated at the entrance to the peninsula, on which resided in the gazebo. I have no memory of what we discussed along the way, but it would...
Client Stories
Snowbird Nancy
Snowbird Nancy is usually upbeat. She enjoys wintering in Arizona, and summering in Idaho.
Waterfall Distributions – Marty and Jean Visit Yosemite
Marty and Jean brought their family to Yosemite Valley to share in some of the splendor of what they believe is the most beautiful valley in the world. And there’s lots to do there, too. Together, they hiked up the trail to the bridge beneath Vernal Falls, then the...
Liam Gets a New Job
A recruiter saw Liam’s online profile and reached out. You know the message: “There’s a position at XYZ company for people with your skills.” For some reason, Liam clicked on the link, and no, it didn’t crash his computer or send messages to the boss. Instead, he...
Are you prepared for things to go terribly wrong?
Cynthia woke up. Everything was blurry, including the talking. She tried to move, but everything hurt too much. She laid there on her back, trying to make sense of the situation. What was happening?
Procrastination Poofs Your Money – Vlog
The pile. It sits on Jake’s credenza containing all the documents and files that he’s promised Cynthia he’d review and be decisive.
We know Small Business aka Nate builds a casita
“It’s perfect, Nate! I love it. Can we buy it, can we buy it, can we buy it?” Not the kind of outburst Nate wanted to hear while standing with the real estate agent.
Damien’s Hard Life
Damien comes from a troubled family. Issues cascade from one generation to the next, like a series of waterfalls…
Committed Relationship Take Work aka Nate and Sarah Get Married
Sarah and Nate have very different stories of their initial dates. It was a whirlwind romance for them, by any measure of romance.
Inherited IRA rules tripped up Mandy’s CPA
Don built a business, and a remarkably successful investment portfolio. He and Charlene enjoyed many years together in retirement.