After years in California, Jim and Lisa sold their home and relocated to Portland. Jim recently stepped down from his role as an IT director and now does part-time consulting. They had accumulated stock options that had lost value, as well as several real estate investments they no longer wanted to manage. They envisioned a retirement rich with purpose—supporting charities, investing in their niece’s future, and living part of the year in a small condo in France. But they needed a clear financial strategy to align their values and lifestyle with their wealth.
We helped Jim and Lisa evaluate their entire financial landscape—from real estate to equity compensation to philanthropic goals. Together, we created a plan to unwind complexity and give them the freedom to focus on what matters most.
With a strong plan in place, Jim and Lisa are now enjoying a purpose-driven retirement:
Jim transitioned to part-time consulting, covering day-to-day living expenses
Created a Donor Advised Fund to facilitate charitable giving and optimize tax strategy
Gifted appreciated stock to their niece in a low-tax state, maximizing its value
Built a diversified investment portfolio with a safety buffer for down markets
Opened and funded a Solo 401(k) to support retirement savings from Jim’s consulting income
Their plan allows them to travel, give generously, and remain closely connected to their community—confident their financial life supports their values and vision.
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