Meet “Skyler & Courtney”
A married couple in their 30s making $270k with three young children, Skyler and Courtney sought to optimize their finances from an informal tracking system to an automated, "auto-pilot" financial plan. While they possessed a strong net worth of $800k and zero card debt, they lacked a formalized strategy to manage discretionary spending and a clear roadmap for their goal of retiring early by age 55.
Success! Financial Butlers guided Skyler and Courtney to a new budget that unlocked over $18k in annual spending, redirecting those funds toward a prioritized list of goals. This enabled them to fast-track their emergency fund to reach a $15k target, implement a disciplined debit-card spending system to curb overspending in categories like dining out, and secure a retirement path projected to reach $12M by age 65 with a strong probability to retire at 55, if desired.
