• Young people in need of a simple financial plan
  • Older people in need of a firmer financial plan
  • People who have limited or uncertain means
  • People who feel they need support now
  • People who want to understand their own relationship to money
  • People who want a framework for thinking about their resources and a plan that will make the most of what they have now and will have later
  • People who want to have some control over their financial destiny
  • People who want to confirm what their other financial planner has put in place for them
  • People who want a simple explanation of their financial situation
  • People who want to ensure that they are not a financial burden to their children