Case studies

Meet the Maxwell Family

Dan was a fellow juggling a growing career, military service, and busy home life – while also trying to DIY the family’s finances – when he and his wife reached out to us.

The initial financial priorities they shared with us included:

• They had come into some excess cash and wanted to use it wisely to get them on the path toward their financial goals
• Simplifying their financial life - they were overwhelmed by the number of financial decisions they had to make and wanted help to identify and avoid financial landmines
• Managing their investments felt like a second job that and they wanted to delegate investment management responsibilities

How we’ve helped:

• After a goals discussion and review of their personal finances, we provided guidance on how to use their cash reserves to establish a solid foundation to begin working toward goals.
• We took over investment management responsibilities - saving them time and improving efficiency with investments.
• We helped them consolidate investments to simplify their accounts and implement a household asset allocation strategy.

Dan told us that working with us has allowed him not to feel over-saturated with personal financial decisions and to-do’s, giving him the breathing room to focus on providing better patient care and ultimately be a better physician.

“I like to do a lot of things DIY...but this is so much easier, it’s so much better to have someone who is a professional on your side walking you through this.” - Dan Maxwell