Mid Career Professionals
Client Ages: Steve (45) & Leah (43)
Children: Kimberly (17) & Bryan (13)
Occupation: Steve (Dentist) & Leah (Industrial Engineer)
Combined Household Income: $450,000
The Barnetts were at an interesting point in their lives. They were in the heart of their careers with kids approaching college. Their focus still wasn’t retirement but they still wanted to know they were on track. Like a lot of people at this stage of life, they wanted to enjoy their life now with an eye towards the future. Even though they had done a great job preparing to this point, they wanted to hire a professional to check in on their situation.
Through the Activate Your Wealth Process process, the Barnett’s were able to gain clarity on their financial standing.
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.
With Activate Wealth in their corner, the Barnetts were able to enjoy their life now and know they are on track for their future goals!
Check out our Growing Family and Young Professional mock client scenarios!
Want to learn more about Activate Wealth and see if you may benefit from our solutions? Schedule your 15 minute intro call here:
©Copyright 2024 Activate Wealth – All Rights Reserved
