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December 6, 2022 by

Case studies

How we helped the Vamadevan
family find financial clarity

Meet the Vamadevans

Meet the Vamadevan Family

In-Practice Financial Planning

The Vamadevan’s main goals were to:

  • Strategize their cash influx, and
  • Spend more time with family (and less on finances)

When we first met, the Vamadevan family had been handling their financial planning themselves, but life had gotten busy, finances were getting more complicated, and Arunan was preparing to sell his practice. They felt it was time to seek out expert guidance for peace of mind and time savings.

Challenges & Goals

Primary challenges:

  • Their cash influx and complex finances made DIY planning more challenging
  • They wanted to spend more time with family and doing things they loved, but financial planning was getting in the way

Primary goals:

  • Find a trusted planner that wouldn’t use AUM fees or sell products
  • Leverage an expert who could find the middle ground between both spouses
The Results

The Vamadevan family was proactive and quickly leveraged our insight to begin initial execution. Eventually, they delegated more tasks to our team so we could manage certain aspects of their custom financial plan, including:

  • Putting their cash influx to work
  • Ensuring efficient wealth strategies
  • Assessing investments for successful goal alignment — even in rocky markets

Now, they’re totally stress free despite the ebb and flow of volatile markets.

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.

Meet the Maxwell Family

Meet the
Maxwell Family

In training

See how they
reached their goals

Meet the Schmitt Family

Meet the
Schmitt Family

In transition

See how they
reached their goals

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Lexington, KY 40502

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