by Tumi | Apr 27, 2021 | Case Studies, Young Families
Name: Mark and Rebecca Age: 31 and 30 Profession: Computer Programmer and Accountant Primary Goal: Determine whether they can financially support Rebecca’s desire to leave her job and start her own Business. Mark and Rebecca met in college, and have worked... 
by Laura | Apr 27, 2021 | Case Studies, Young Families
Name: Caleb and Ashley Age: 37 and 35 Profession: Engineer and Nurse Primary Goal: With the birth of their second child, Amy, can they financially afford to allow Ashley to transition into part-time work so they can spend more time with their two young children during... 
by Laura | Apr 27, 2021 | Case Studies, Young Families
Name: Rachel Age: 27 Profession: Attorney Primary Goal: After having earned her law degree, Rachel is concerned about how she is going to be able to pay back her significant student loan debt. She also wants to balance her cash flow to reflect living in the present...
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