Case studies
How we helped the Maxwell
family find financial clarity
Meet the Maxwell Family
In-Training Financial Planning
The Maxwell’s main goals were to:
- Get the right type of financial help
- Set a solid foundation for their future
Dan is the DIY type and was attempting to manage their finances solo and was prone to analysis paralysis. His wife empowered him to ask for help. They wanted to find someone that would work on their side of the table and help them identify landmines and get them rolling forward with solid decisions.
Challenges & Goals
Primary challenges:
- DIY with personal finances made them prone to paralysis analysis
- Finding the time to learn the necessary knowledge to make confident financial decisions
- Identifying financial landmines without yet having the experience and knowledge
- Looking for help managing investments
Primary goals:
- Get the right type of financial help to help them set a solid foundation for their future
The Results
- We created their unique financial plan and quickly jumped right into helping them begin taking action on their new plan.
- Not having to go at it alone has allowed him to have more time with family.
- Having help, and reducing task saturation helps Dan to provide better patient care and ultimately be a better physician.
It's time to get the
financial help you deserve
Start enjoying your career and personal life without
having to worry about your financial plan
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