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Who We Help

Are you facing one of life's turning points?  A fork in the road?  An unexpected turn of events?

Dawn focuses on working with clients who are at a transition point in their life and need a holistic look at their financial status while reassessing life goals. This can mean:

  • educating a young professional who is learning to manage their own resources to become financially independent.
  • working with Gen X-ers to develop a plan that connects health and wealth, for a fulfilling second half of life.
  • providing support and guidance to someone rebuilding after divorce or loss of a spouse.
  • designing an income and lifestyle plan to transition from full time work to your personal definition of retirement.

Whatever life turning point you face, Dawn can help you analyze choices and make confident decisions.