You want to retire

You're changing jobs

You might lose your job

Your stock options went up

You want to buy a home

You're getting married

You're getting divorced

You want to save for college

You want an insurance review

You may have too much money in your concentrated company stock

You don't understand your stock options and/or your concentrated company stock

You want to communicate better with your family about money

You want more tax efficient investments

You want advice about paying for long-term care

You want advice about estate planning

You want to contribute to charity

You want to plan your legacy