Articles

Articles

CASE STUDY: JEAN B.

A new client, Jean, came to us shortly after her 67th birthday. She was not married, had no kids, and worked as the marketing & communications director for a symphony company in Southern California. “I don’t want to work until I die,” she told us. “But I’m not...
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CASE STUDY: EDWARD & JACKIE COOPER

Jackie and Ed Cooper are a power couple if we’ve ever seen one! Not only do they have a beautiful, growing family together – they run multiple businesses together! After years of being in the same industry, they made the jump and started working together. ...
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