Karen Walsh is a 52-year-old property manager who has spent most of her life in the Pacific Northwest. She works from home, managing a portfolio of rental properties spread across multiple states. Her husband is a vice president at a major aviation company. They’re both avid golfers who love to travel on all kinds of adventures. They have two adult children, both of whom are married and starting their own families. One of their favorite things to do is to gather everyone together for fun family trips. Lately, they’ve been thinking a lot about the legacy they can leave their kids and grandkids someday. 

They have an advisor, but they want someone who does more comprehensive planning. They need an advisor who can help them balance their investments for sustainability and growth, manage a complex tax management portfolio and build out a detailed legacy plan. Karen and her husband want to retire within 10 years, knowing they can go on all the adventures they want without worrying about their family legacy.