Hypothetical Client Profiles

Chris & Melinda Chris and Melinda have mastered the art of balancing busy work lives with a busy family life, but they hope not to have to do this forever. With more than 30 years in the pilot seat, Chris has reached a point where ...

Dr. Melissa Dr. Melissa is a successful neonatologist in her early 40s who has established herself as an expert in her field. While Dr. Melissa loves what she does, her profession is highly stressful and demands long hours. Recognizing the importance of staying mentally grounded, ...

Jim and Rachel Jim and Rachel are small business owners who have built a successful manufacturing company from the ground up. They started the business out of their home 15 years ago, and have since expanded into a commercial facility. They recently experienced rapid growth ...

Steven and Sarah Steven and Sarah are a couple in their 50’s with strong family values and a dedication to hard work. Steven has built a career as the VP of a Fortune 500 company and has logged the long hours and workdays to prove ...