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Eddie and Colleen’s busy lifestyle leaves them unable to monitor key aspects of their financial future. Relationships with financial professionals leave them disappointed. Seems that they are only interested in offering Eddie and Colleen investment ideas, and not addressing the couple’s bigger picture issues like retirement, cash allocation, Insurance, etc.

But their busy lifestyle leaves them unable to monitor key aspects of their financial future. They prefer delegating, over “doing it themselves”. So they maintain relationships with various financial advisors, yet they’re frustrated. These “professionals” only seem interested in offering investment ideas. They neglect to help with the couple’s bigger picture issues such as:

• How much money do they need to support their lifestyle in retirement
• How to best allocate cash and bonuses earned over the year.
• How to take advantage of stock option programs at work
• How they can afford a second home and
• Whether they have enough insurance to protect the family in case something catastrophic happens

Luckily, Colleen’s boss suggested Freedman Financial –a go-to wealth management firm for busy families like hers.

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