Sara told me she could finally relax. She had been nervous about her income during retirment. She wanted to make sure she could travel to see her grandkids regularly. Her previous advisor had not communicated a game plan well and she really needed someone to hold her hand through the planning process. I took time to walk her through everything and was rewarded with home cooked meals and all the things Grandmas do to show love. She is one of my favorite clients and we speak often. I do more than manage money for my clients, I help them relax into retirments they deserve.