Sam and Sara, a young married couple, are both moving up in their careers. They have been married for a few years and would like to start a family. But they question themselves about their financial readiness. I listened as they told me about their goals, priorities, and what their current financial landscape looks like.
Marcus is an American ex-pat, currently living in Amsterdam, who was identified as a top leadership prospect early in his career. He has lived and worked in multiple countries around the world, and has accumulated property and investments in multiple countries. Marcus does not know if or when he will return to the US, but he needs sound advice to help him with his global investments and retirement plans.
Sam and Sara, are a young, married couple. They would like to start a family, but they are not sure if they can afford it.
Sam and Sara have been married for several years, and they are both doing well in their careers. Having children is a logical next step. However, they are uncertain about what expenses they will face, and how to go about organizing their finances to support a family.
Sam and Sara want help creating the right financial plan to help them make the jump from a two-career couple to a family with children.
listened as they told me about their goals and priorities, and described their current financial landscape. Together, we came up with a financial plan that included an emergency fund, term life insurance, a budget guide, a strategy for retirement savings, and ways to meet their other financial goals.
The Frontier Wealth Strategies Benefit
Today, Sam and Sara are blessed with two beautiful children. We continue to meet for regular financial checkups to make adjustments to their plan and ensure that they stay on the path to achieving their financial goals.