Certified Financial Planner Elizabeth Sampson, of Waddell & Reed, Inc., specializes in helping individuals and small businesses reach their financial goals. Sampson will meet with you to discuss your goals and concerns (retirement, education funding, etc.) and will review all of your accounts.  Sampson will then complete an analysis to see if you are on track to achieve your financial goals, and will outline new strategies for you to consider. Finally, using a "risk tolerance" tool, Sampson will evaluate your current portfolio to determine if it is in alignment with your overall values and financial goals