Ready to Make Work Optional
About the Client’s Situation
Mark (59) and Jen (58) wanted to spend more time traveling with their kids and grandkids while they are still relatively young, but weren’t sure they wanted to completely stop working. Mark as an architect at a mid-sized firm in Philadelphia and Jen worked in the legal department of a Fortune 500 company.
The challenge wasn’t overcoming financial limitations since they have been diligent savers and done most of the right things with their finances. Rather, they both enjoyed their careers and were at a crossroads in their desire to take more time to enjoy life and maintain their rewarding work.
Our Process
Mark and Jen weren’t sure where to start. They didn’t know how to scale back at work and they were concerned about having enough wealth saved to accomplish their goal of traveling and enjoying time with family.
When they hired us, they wanted to gain a full understanding of their financial life and the options they had for the future. After learning more about the couple’s goals and resources, we had what we needed to start strategizing on a customized wealth management plan.
Finding Success with a Personal Plan
The comprehensive plan we created for Mark and Jen met all of their needs and set them up to confidently transition into retirement over time through:
- A tax-efficient investment strategy to reduce risk and improve their returns
- A smart, sustainable investment strategy with a well-thought-out rebalancing strategy
- Reduction of their investment costs
Most importantly, we showed them how they could scale back at work without fully leaving the industries they love, which led both of them to consulting. This arrangement allows them to “stay in the game” while providing the flexibility they desire. While they have decreased their earned income, they are able to maintain their lifestyle and spend more time doing what they love.
“The article above summarizes a hypothetical scenario developed to illustrate the kind of people we help and the problems we solve. Client names and details are not representative of any particular client or group of clients.”
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