Dianne is a 52 year old CMO at a successful, fast-growing company. She travels constantly and always seems to be burning the midnight oil. While she relishes her position, she knows that she needs to get serious about her financial future. She wants to retire at some point, but doesn’t know how the timing will impact her lifestyle in retirement. She has no formal plan. She has worked with a broker who has given her a lot of perks but she realizes that she needs more than investment advice and questions whether that advice is even in her best interests. Moreover, Dianne is fearful of the current market environment.
She wants someone to educate her, develop a strategy for her and be there to guide her in a way that gives her confidence that someone is working conflict-free for her best interests.