James + Nellie
“The Busy Professionals"
Net Worth $2,500,000
Interests: Traveling, running, biking, sustainability
Issues: Cash flow planning, education planning, stock options, restricted stock units, tax planning
Annual Income: $415,000
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Interests: Traveling, running, biking, sustainability
Issues: Cash flow planning, education planning, stock options, restricted stock units, tax planning
Annual Income: $415,000
Their income has gone up significantly over the past 5 years due to stock compensation. Although they spend within their means, decisions around their cash flow are starting to feel overwhelming. In addition to cash flow, they need help with tax strategies now that they're in a much higher tax bracket.
Interests: Running their business together, hiking, playing with their puppy
Issues: Business and personal goal setting, managing business and personal cash flow, retirement planning
Business Revenue: $500,000
Now that their business is successful, it's time to start prioritizing their financial well-being (which has taken a back burner these last few years). They're looking to establish business retirement accounts that they can contribute to on a regular basis.
Interests: Soccer, art, reading, trying new restaurants
Issues: Investing their inherited assets, combining their overall finances, planning for their new family's future
Annual Income: $360,000
They have everything financially separated, and have been meaning to combine their financial situation ever since they got married two years ago. Kacey has also started receiving substantial wealth transfers from her beloved grandparents. Kacey feels that she needs expert guidance to ensure these gifts and the wealth they create are handled prudently.
