by Tumi | Apr 27, 2021 | Case Studies, Families with Teenage Children
Name: Tony & Gina Age: 44 and 41 Primary Goal: Develop a plan to equitably contribute (but not fully cover the cost) of schooling for their four children (Sam -16, Bella – 14, Lauren – 11 & Chris – 8) Tony is a successful entrepreneur. He is...
by Tumi | Apr 27, 2021 | Case Studies, Families with Teenage Children
Name: John & Debbie Age: 45 and 45 Profession: Teacher and Nurse Primary Goal: Help strategize a plan to pay for schooling for their child, Stephanie, who is currently a junior in high school. John & Debbie have each been working at their same employer for the...
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