Case Study: Growing A Business

Michael, 37 | Primary goal: maximize his high income, plan for a family, and invest for retirement.

The Challenge:

Michael has been a Computer Programmer for several years now, and loves his job. He makes great money and is able to enjoy life every chance he gets with his wife.

Recently, Michael's coworker bought a house in their area and left him wondering "how did they do that?" After talking with his coworker, Michael realized that his financial literacy was lacking. 

He knew he needed a change if he wanted to achieve some of his bigger life goals, but wasn't sure what to do, since he wasn't raised with a good understanding of money.

The Approach:

In conversation with his coworker, he found that they were working with Chen Financial Group. His coworker mentioned that he had grown with them throughout his career and provided a referral for Michael to sit down with them team.

The Results:

During their first meeting, The Curits Chen helped Michael get a plan together that did several things:

• Understand his current financial situation and a breakdown of where his money was going.
• Get an idea of how much he would need to comfortably afford some of the goals he had.
• Show him the value of how an advisor could help keep him on track and break bad money habits.

Disclaimer: The above case studies are hypothetical and do not involve an actual Chen Financial Group client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Chen Financial Group is engaged to provide investment advisory services.