Rachel & Andrew are both young professionals with two small children in their mid-30s. They are new to investing and other than a few stocks that were gifted during their youth and a 401(k) plan through Rachel’s job, they have never invested in the market.
Barbara and Mike came to us in their mid-50s. Prior to working with Bloom they were working with an investment advisor at a large commercial bank. They arrived at their first meeting with a brokerage statement that was very confusing with references to numerous money managers, hundreds of investments, lengthy footnotes and printed on over fifty double sided pages.
Denise is a 56-year-old woman who came to us soon after she went through a painful and emotional divorce. For the last 30 years Denise was a stay at home mother and her husband took care of all of their finances. For the first time in her life, she had to learn how to manage her own financial affairs. At our first meeting, Denise was incredibly overwhelmed.
