Real Life Stories

Sometimes, the best way to demonstrate the impact a Holistic Wealth planning approach can have in one’s life is through telling a story. A comprehensive and integrated financial planning process can help to address the different events (both those planned and not) in life.  Below are a few examples. If you click on the Read More section under each introduction, you can learn more about each specific story.

* Note: the names have been changed to provide anonymity

John (age 58) and Kathy (age 56) saw retirement around the corner. Then one day, John learned that his company was downsizing and he was offered a severance and told that after 21 years of tenure with the firm, his services were no longer required. Filled with emotions and financial concerns, John and Kathy came in to see Len. Read More …

Walter (age 36) has met the woman of his dreams, has goals of marriage, purchasing a home and starting a family.  Read More …

Suzie (age 30) always wanted to be a mom. She is a professional and has not found a life partner.  She wonders if this dream can come true. Read More …