Kaitlyn was a few years into her career and starting to accumulate wealth. She had a 401(k) set up, but she had heard co-workers talking about deferred compensation and wondered if she should be doing more. Kaitlyn had many questions that we were able to provide answers to.

We had worked with Kaitlyn’s parents, so it was a natural fit for us to start working with Kaitlyn. We talked through putting together a long-term financial plan for Kaitlyn so that she could start to align her financial and life goals. Kaitlyn was able to focus on her career knowing that her financial future was secure.

Specific financial advice references provided herein are for illustrative purposes only and are not representative of decisions that have been made since the case study was published nor of decisions that would be made in the future.