The Scenario: A middle-aged couple possesses a “mixed bag” of investment accounts that they’ve acquired at various points during their earning years. Due to the widespread and varying natures of their accounts, it is difficult to evaluate and monitor them.

The Plan: Analyze the couple’s financial situation and determine whether they are on course to meeting their short and long term goals; establish college savings programs for their children; help to ensure that the family has appropriate life insurance coverage; regularly monitor retirement investments throughout the couple’s remaining earning years.