Meet “David”
A single 30 year-old veteran who makes $215k annually with goals to strategically invest significant cash savings, increase retirement contributions, and optimize spending.
Success! David already had a strong portfolio and made improvements by adding $1500/month to retirement savings ($18k/year), moving his emergency fund to a high yield savings account, and began proactively reserving taxes for his business to avoid a $4k tax bill next year.
Double Success! A year later, we helped David re-optimize his new budget where he earns $250k. We automated his finances and identified another $33k in annual savings. This savings will allow for him to eliminate a deficit, establish a $16k business emergency reserve, fund a $16k fund for a future real estate investment, and set a plan to pay off a $1k HVAC loan within a year
