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Are you a Professional or Entrepreneur who is:

  1. Planning to initiate a major career change, start a new business, sell a business or retire? Or, have you have recently made one of these changes?
  2. Facing or recently experienced a personal transition such as a marriage, divorce, planning to send your children going off to higher education, loss of a spouse or a change in your health status?
  3. Confused and uncertain about how to juggle multiple financial priorities such as keeping your retirement goals on track, helping your children fund higher education, and/or assisting aging parents?