Meet “Kim & Edward”
An early 30s professional married couple making $155k with one young child and another on the way, Kim & Edward sought guidance to establish a clear financial foundation. Despite a healthy net worth of $233,000 and minimal high-interest debt, they wanted the security and stability to purchase their desired family home and build wealth for their family's future.
Success! Financial Butlers helped Kim & Edward understand their current financial state, establish a new budget, and identified over $3,300 in monthly savings to redirect towards their goal of purchasing their first home within a year and enhancing their current lifestyle. A hybrid spending strategy was also created that utilizes credit cards for general expenses and a dedicated debit card for expenses that need more control.
