Steve and his wife Kathy are both in their mid 30's and climbing the corporate ladder. The both have good incomes that are likely to continue growing throughout their careers. Kathy also has a side gig selling merchandise online that further adds to their income sources.
Their family is growing with three children ages 5 and under and the possibility of a fourth! Having money set aside for their college education is a priority for them.
In addition to planning for their retirement needs, the home they purchased is older and needs some updating. Furthermore, they would like to start traveling more if they can afford to do so.
We took all of their circumstances and goals into consideration and were able to help. We were able to build a plan that meets all of their primary goals. We uncovered the need for both Steve and Kathy for more life insurance nothing that this will only be needed for a limited time due to their accumulating savings.Access Client Dashboard