Aaliyah, age 32, works for a private, pre-IPO tech company. She receives a base salary, fixed annual bonus, and variable bonus based on sales goals, with a total compensation target of $250,000. In addition, she’s received a combination of stock options and restricted stock units. Aaliyah has $100,000 in Federal student loans that she would like to pay off, and she also wants to purchase her first home. Her emergency fund is fully funded and she is maxing out her 401(k). She’s not sure what to do with the extra cash and wants to find a balance between saving, investing, and paying off debt.
Aaliyah’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.
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