Financial Planning Case Studies

Note: These case studies are hypothetical and should not be construed as a guarantee.

CASE STUDY 1
M&A Windfall 

Alice was the eighth employee to join her startup, and now that they’ve been acquired, she needs to turn her stock option windfall into a lasting victory.

CASE STUDY 2
BABY NEEDS A BIGGER HOUSE

Todd and Lana are expecting their second child, and planning for changes that come in ‘threes’ (housing, living expenses, and transportation)

CASE STUDY 3
Retirement on the horizon 

Dan and Lisa are planning for retirement and looking to balance retiring when they want, and accomplishing what they want in retirement.