A Financial Planning Success Story

Whether you're a military family or you're just looking for honest financial advice, we're here to help. Below is a hypothetical situation that shows a time when it made sense to work with a financial planner and how they benefitted from doing so.

military family

Planning for the future as a young couple

Prepare to Buy a Home

Given today's market, there are a lot of things to consider before making a significant purchase

Start a Family

Alongside the house, they need to plan for child costs & investing for the family's future

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Samantha & Chris

Young military couple (pilot & business owner) preparing to buy a house, start a family, and get started with investing

The Situation

Chris graduated from the Academy in 2014 and Samantha launched her own wedding photography business in 2016. They got married a few years ago and were looking at the costs of the next stage(s) of life and knew they needed some guidance.

Their number one priority was buying a home. It'd been on their mind for awhile, but they hadn't taken the time to see what was truly within budget. Since having kids was also on the roadmap, they wanted to secure a home beforehand.

Samantha's grown her photography business to two employees and she was looking to set up retirement accounts for herself as well as explore options for her employees.

The Results

As part of the financial planning process, we helped them set a target price range for their new home, got their first investment accounts opened, and projected the potential costs of raising one or multiple kids. We also:

  • Reviewed current insurance policies & their suitability
  • Created an automated savings system to help reach their goals
  • Showed them how much money they needed to have saved at certain ages to be financially free
  • Got education savings started
  • Got estate plan in place
  • Started a business retirement plan 
  • Organized a system to separate but integrate business cash flows with personal 
Start planning for financial freedom today.

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