Growing Family
Client Ages: Andrew (35) & Julie (35)
Children: Olivia (5)
Occupation: Andrew (Physical Therapist) & Julie (Project Manager/Consultant)
Combined Household Income: $300,000
On the surface, the Harpers seemed to be doing very well for themselves. They had growing and successful careers, recently bought their first home, and had a young and healthy family. If only it were that simple. With a young child at home and two demanding careers, life was starting to get extremely busy. Feeling increasingly overwhelmed with their finances, the Harpers needed some help.
Through the Activate Your Wealth Process, the Harper’s were able to get a grasp on their financial household and take advantage of opportunities they didn’t even know existed!
Jackson was a driven young professional who had just been promoted at work. He had a promising career trajectory as an actuary and loved what he was doing for a living. Thinking it’s time to get serious about his finances, Jackson schedules an intro call with Activate Wealth.
Now the Harpers are able to focus on their careers and family while having less anxiety over their finances. They have a plan in place and a partner to rely on when something comes up.
Check out our Mid Career Professionals and Young Professional hypothetical client scenarios!
The hypothetical investment results are for illustrative purposes only and should not be deemed as representation of past or future results. Actual investment results may be more or less than those shown. This does not respresent any specific product and/or service.
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