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Depending on how your computer is set up, clicking on a link will automatically download a Portable Document Format (PDF) version of the requested item to your desktop. For Windows users, you most likely will be asked whether you would like to open or save the document. Click “save” in the dialogue box and direct the file to your desktop for easy retrieval. (If you click “open,” Adobe Acrobat Reader, which comes preinstalled on most Windows machines sold in the last five years will open and then open up the document.)

For Macintosh users, the Download Manager should pop up when you click to download the file. The default place where Download Manager sends files from the Internet is your desktop. If your computer is running Mac OS 8.xx-9.xx, you can double-click on the file icon and Adobe Acrobat Reader will automatically open the file for your perusal. If you are running OS X, Apple’s Preview application (which can handle PDFs) should automatically open the file.

If you have any problems downloading any of our PDF documents, please feel free to drop us a note by clicking here.

Here's a chance to take a look at some sample case studies to get an idea of how we help clients. (Please note that these "clients" are an amalgam of various families and individuals we've helped plot their financial futures, not the stories of specific families or individuals.)

Download Case Study files: (PDF)

:: Maximizing the Financial Moment (92k)

:: Disbursement Decisions, Qualities of Life (85k)

:: Sudden Immersion into Financial Decisions (93k)

Click Here for an explanation on how to use Adobe Acrobat PDF.

We recommend using the latest version of Adobe Acrobat Reader (click for free download).

 

:: Case Studies

» Glossary of Terms