Lisa Chen is 59 and starting to think about retirement. She is the Senior Director of Human Resources at a major airline headquartered in Seattle. Throughout her career, she’s been known for her empathetic leadership style and dedication to building inclusive workplace cultures. Outside of work, Lisa is involved in multiple philanthropic activities. She volunteers for a local nonprofit, helping young mothers work toward their career aspirations, leaning on her own experience raising children while balancing a demanding job. Lisa is also passionate about the arts – she often attends gallery openings, collects local art and is a big supporter of art education. When she retires, she wants to create an impact with her wealth by combining her career experience and passions to start a scholarship fund for young mothers and artists who are facing financial challenges. 

Lisa is in the process of looking for a new advisor that can help her optimize her investment strategy to achieve this. She feels her current advisor doesn’t prioritize her desire to better align her personal goals and values. She wants a true partner – one that sees her as a person with unique aspirations rather than just another client.