James and Lisa are always on the go. They think that a "normal" retirement would be boring and they see themselves continuing to work in some capacity forever. Impacting lives is what drives them.

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James is an executive engineer specializing in the design and development of medical facilities. Lisa is a physician that takes pride in knowing how important her work is. She feels energized by the ability to literally heal the people around her.

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James and Lisa have built careers they love and care a lot about. As they've worked hard to excel in their respective professional roles, they've also worked hard in their financial lives.

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In fact, they're the type of people that appear to be "all-set" with everything. They do a lot of things right:

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They have good incomes, they continue to max out their retirement plans at work, they consistently contribute to other investment accounts, they have little-to-no debt, and they've always been smart about protecting themselves with the right types of insurance.

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So what's the problem?

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Well, James and Lisa have been checking all the boxes they know that they should be checking...but they're not sure if they're missing anything. They feel a lack of confidence that they're optimizing everything they're doing.

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They have multiple accounts among different platforms with no real goal for their assets. They also have never worked with an advisor that prepared a written plan that is simple enough to understand and execute - yet sophisticated enough to ensure they meet their goals. They know they need to get organized, but they lack the time and expertise to go it alone.

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They know they've done well with savings and investing, but they know that with something as important as their financial future, it's important to work with someone that is a specialist.

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It's important to James and Lisa to know that retirement is possible in whatever capacity they desire, and they don't want financial limitations to be the reason they can't do what they want.