Recent(ish) clips 4

"Couple Wake up to Reality of Financing Their Dream"

About life partners who want to open a bed-and-breakfast but need legal safeguards and a savings plan.

The Los Angeles Times
February 7, 2001

"Architect and Wife Have Assets to Build Toward Home Ownership"

About a designer of environmentally-friendly homes who can't afford to buy a house of his own in pricey Santa Barbara.

The Los Angeles Times
December 12, 2000

"He Has Stock Options But Mustn't Count on Them to Achieve Goals"

About a young dot-com account rep who has left his friends and family behind in Los Angeles in order to chase stock options in San Francisco.

The Los Angeles Times
August 15, 2000

"Millionaire Needs to Tidy Up Her Portfolio"

About a self-made millionaire and owner of two Molly Maid residential cleaning franchises who needs to assemble basic documents to protect her assets.

The Los Angeles Times
May 2, 2000