Well-Earning Employee Case Study

 

 

 

 

 

 

Michelle and Domenick, Ages 37 & 38 | Primary goal: maximize their savings, plan for a family, and invest for retirement.

The Challenge:

Michelle has been a Software Developer for several years now, and loves her job. Domenick is a High School Social Studies teacher. Together, they have good income and are able to enjoy life together.

Recently, Michelle's coworker bought a house in their area and left her wondering "how did they do that?" After talking with her coworker, Michelle realized that hshe could use a little help.

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

The Approach:

In conversation with her coworker, she found that they were working with Chen Financial Group. Her coworker mentioned that he had grown with them throughout his career and provided an introduction to the firm.

The Results:

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

  • Understand their current financial situation and a breakdown of where their money was going.
  • Get an idea of how much they would need to comfortably afford some of the goals they had.
  • Showed them how re-structuring their tax situation would lead to better outcomes.

 The meeting really highlighted the value of working with an Advisor. Michelle and Domenick were convinced. They were excited to move forward with the Financial Planning process!

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.