Who I Help

Case studies are a WPF crowd-pleaser, and today has three of 'em as I share the fictional situations of three type of clients and the questions they bring to my financial planning practice.

You'll learn about Zachary & Jasmine earning $290,000 combined, working for Honeywell and McKinsey and wanting to start their financial lives on the right foot. Next up are James and Heather earning $466,000 who are eager to be financially independent and work-optional sooner rather than later.

Finally, David and Karen – entrepreneur and teacher – are in their last few years of full time work. They have a bevvy of once-in-a-lifetime financial decisions on tap and want to be sure they do it right.

For more information, visit the show notes at https://Workpantsfinance.com/41