Mia and Tony, ages 40 and 43, have a combined income of $360,000. Although they have just paid off all debt except for their mortgage, they don’t know where their money is going and feel like they’re behind on saving for retirement. They would also like to take more vacations without worrying how to pay for them and they want to renovate their home so they can entertain more.
Mia and Tony’s Primary Goals are to:
Note: The above case study is hypothetical and based on experiences with actual Financial Staples clients. No portion of this content should be construed by a client or prospective client as a guarantee that they will experience the same or similar level of results or satisfaction if Financial Staples is engaged to provide financial advisory services.