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“A friend of ours who was already a client of Continuum II referred us to Stuart. Before we met Stuart, we were unsure of our financial situation. Our previous advisor had limited her advice to the discussion of investments and timing the market: buy, sell, sell, buy. We were saving but we didn’t know if it was enough or what it meant in terms of a retirement income, or if all of our bases were being covered.

Once we started working with Stuart, it was clear this was a very different experience. He asked us about our dreams and goals. What did we want? He described the planning horizon: how our needs, values and goals lie above the horizon, and how the products lie below the horizon and should be discussed ONLY after all of us are clear about the goals.

We now have a written, fully integrated financial plan that clearly outlines how to achieve our dream of retiring in our early 60’s and still keep the family cottage. We know exactly what we need to save, how we should be investing our money, and also how much income we can anticipate during retirement. Stuart looked at much more than we expected and we learned much more than we could have imagined.

We now feel very confident in our decision making process as it pertains to financial matters, although we know we can call Stuart for a second opinion if we are considering something that might impact our financial future. The work that the Continuum II team does is so professional that we have been proud to introduce them to our friends and family.”

A.L, Georgetown, client since 2002

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