Changed job, had no plan, now retiring in three years
An engineer and his wife, a freelancer in the book publishing business, were in transition. He worked for a Fortune 500 food company, accumulating a large amount of stock. His retirement plan assumed a high degree of risk with very little diversification. He then moved jobs and needed to make a change. We put together a plan to provide stable income for their retirement and invested the rest for high growth. We organized their finances in a portal for them to see their entire financial picture on an ongoing basis, saving them time and helping them plan when to begin social security income. They are now retiring in three years and are expecting to live off their investment portfolio.