Dan and Catherine had a lot going on. Between kids’ activities, a major home renovation, and a vibrant social life, they hadn’t thought about a detailed financial plan. 

Dan is an executive at an established privately-owned healthcare company, and Catherine is home with their two kids. For the past few years they had an “advisor” who managed a few retirement accounts—without so much as asking about issues like household cash flow, savings rates, college savings, a formal retirement plan, or Dan’s equity position in the company. 

These folks clearly needed more than investment management to optimize their finances. 

After two introductory meetings and a few phone calls, Claro was able to diagnose, simplify, and explain Dan’s equity position and make recommendations around current spending and savings. Additionally, Claro provided a detailed retirement plan with multiple scenarios for various savings rates, retirement dates, and education spending. 

While no plan is ever written in stone, and life can add all sorts of unforeseen variables, Dan and Catherine now know their entire financial life is accounted for, understood, and optimized for today’s circumstances. 

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