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December 12, 2022 by

Case Studies Banner

Case studies

How we helped the Schmidt
family find financial clarity

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Meet the Schmidt Family

In-Transition Financial Planning

The Schmidt’s main goals were to:

  • Transitioning into practice
  • Getting started on the right foot

They recognize having finances in order allows you to focus more on family and work.  As they transitioned into practice, they wanted to make sure they were getting started on the right foot.  For them, this included getting their finances in order and working toward tackling debt, financial independence asap, starting a family and buying a home.

Challenges & Goals

Primary challenges:

  • Gain solid control over finances so they could focus more on family and work
  • Not have to think about finances day to day and focus more on living a great life
  • Find an advisor that really understood the unique challenges of being a physician and one that didn’t judge them either
  • Help them through these big life decisions that are scary but also solid opportunities

Primary goals:

  • Transitioning into practice and looking to get started on the right foot
The Results
  • Having an evolving financial plan in place that allows them to be confident they’re on track and can focus on what’s really most important in life
  • Having an expert on call to help with random life questions like the surgery center or the decision to hire a PA that understands our situation and has a bunch of other clients going through similar situations
  • Having an expert help do the legwork of looking at insurance, loans and other financial products that are important (and it’s nice having an expert that doesn’t also sell these products)

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

Schedule an introductory call

Explore other
case studies

Our team has experience across a range of situations and client types. Learn how we have helped others clarify their needs and align their goals with their finances.

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Meet the
Maxwell Family

In training

See how they
reached their goals

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Meet the
Vamadevon Family

In training

See how they
reached their goals

Education Library

The information and insights you need to feel confident about your finances

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Reach out to us

reichert@wrennefinancial.com

859-538-6044

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3399 Tates Creek Rd Suite 115
Lexington, KY 40502

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Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.