Our family life was starting to feel like a tight-rope act. It was never the intention to make sacrifices with our quality of life for the sake of money but like everyone else the last decade had made us over-cautious about saving for the future. Trying to get a handle on how much one of us could ease back from work, even for a period of time, was something we needed to do but couldn’t find the right way to approach it.
The AdvisorPro service from Acuvest helped us put perspective on our longer-term needs so we could live now the way we knew we wanted to. We have a household financial plan which we know works and if things change, we have a plan B rather than worrying about the unknown.
An AdvisorPro client