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Jaime and Alex have been married for 3 years. They own a condo in DC and both love their jobs. They don’t have any debt besides their mortgage, but they feel they could be doing more with their money. They fear that they will either have to choose between traveling and enjoying life now, or preparing properly for the future.
Neither one wants to make large financial decisions for fear of making the wrong one. They have been putting as much into savings as possible and getting their retirement match from their employers, but that’s all they have done with their money. They want to know what they can do better, and if they can afford to travel abroad every year.
Couple with 1 Child
Disclaimer: Case studies are hypothetical client scenarios. Planning recommendations may differ from your situation. Please consult with your own advisor before making any changes to your Financial Plan, Investments, or Insurance coverage.