Case studies
How we helped the Vamadevan
family find financial clarity
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.
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 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
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