The entertainment industry is as exciting as it is fast paced. As an executive, Sarah spent most of her career right in the thick of it. Reaching age 50, she realized she’d spent her career making sure everything went perfectly- except for her own financial life. Executives may have several 401(k) plans from previous employers as well as other investments such as IRAs and company stock (from current or former employers). Having a conversation with Sarah to truly understand her financial goals and dreams would be the first step in creating a plan for her. With a better understanding of who Sarah is as a person, we can make customized recommendations to help her feel comfortable and confident in the direction she is headed.

As it turns out, Sarah is more than a hardworking, successful executive. She also has a big heart. Sarah is a board member for a local non-profit focused on fighting climate change and she regularly volunteers to feed the homeless throughout the community. It’s important that her personal values align with how she invests. With a Sustainable and Socially Responsible investment strategy, Sarah is proud that her hard-earned money is invested in a way that positively impacts the world.

These fictional case studies represent unique individual situations and outcomes.  Examples are for illustrative purposes only and may not necessarily be replicated.

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