A successful dual-career couple not only has accumulated significant wealth over the past 20 years, but also has accumulated a range of sizeable investment accounts at multiple firms, with a number of different types of investments. Frustrated that their current investment "strategy" lacks focus, this couple decides that it is time to take control -- and develop a targeted financial plan.

Consolidating accounts into a separately managed account may make sense for this couple, but only if it fits within the framework of a cohesive, well-developed financial plan.

Their critical need is for consultation with a Financial Advisor who can help them establish goals, set guidelines, determine an asset allocation, select investment managers and monitor the plan going forward.