Susan is passionate about using her financial knowledge to help others achieve their goals. She began her financial services career when she joined Vanguard in 2004. At Vanguard, she provided data analysis and portfolio management for high-net-worth clients. Her 11 years at Vanguard taught her that every client has a unique situation and there is no ‘one size fits all’ solution. She believes that her job is to answer questions like ‘When can I retire?’ and ‘Can I afford to leave a legacy’ not just convey facts and figures. Another way Susan enjoys helping clients is retirement income planning. Many clients save for retirement, but are unsure about the best way to spend down their portfoli