The Established

The Established has established her work and home life balance and is looking for guidance on how to make to most of her time, experience, and investable assets. She is well-paid and well-respected and wants to use both of those to her advantage. The Established may be interested in buying a house, refinancing or discussing her saving and spending management needs. For the Established, retirement is in the distance, but still approaching, and she wants to make sure her time and money are well spent.