Yara and Alex are in their mid 30s and both work for public tech companies. In addition to receiving salaries and cash bonuses that total $450,000, they also receive approximately $150,000 annually in restricted stock units. The stock has accumulated over the years and they’re not sure how to manage it. Yara and Alex would also like to purchase a larger home in preparation for starting a family. They are natural savers and have paid off their student loans, but are unsure of how to best manage the extra cash that is piling up.
Yara and Alex’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.
Success means different things to different people. We help you discover what’s important and develop a roadmap that empowers you to use money as a tool to live your best life.