A strategy for using the resources you have accumulated intentionally and creating income to support the life ahead. 02 University faculty and academic leaders Pensions, multiple retirement accounts, complex benefits, consulting income, and career decisions that resist conventional assumptions. 03 Executives and established professionals Equity and deferred compensation, concentrated investments, variable income, and the trade-offs of a demanding career. 04 Navigating a major life event An inheritance, career change, loss of a spouse, business transition, relocation, or another event that changes several decisions at once.