Growing Your Career & Your Family

The Background

Raquel and Dan – 38 and 39 years old  

Raquel and Dan were busy. With both of them working full time and having a new baby in the house, they could not meet until after 6pm. We met them when it was convenient, sat down at the kitchen table, and went over everything together. These were motivated and hard working people, but with so much going on and no family close by to help, they did not know how they’d ever get organized enough to make a plan for the future. Raquel had questions about her workplace retirement plan and did not know if she was contributing enough to get the maximum employer match. They both had investment accounts that were starting to grow in value and needed more active management. With a growing business, Dan had taken on some debt, and it was starting to become a source of stress for the family. Through our meeting, we identified their pain points, listened to their concerns, and collaborated on building a foundation that would get them on track.