Jack and Brittany are 15+ years into their careers and have loved the journey, but are unsure what they want to do in the future.
They've spent most of their time working and their challenge is that they want to make sure they start using their money efficiently to plan for their future. They have 2 kids approaching high school and they want to optimize their finances rather just saving what's leftover each month.
Also, with a growing family comes new challenges. They want to see if one of them could work part time, or even take a few years off, to spend more time with the kids before they go off on their own. They know they could live off one income as they both currently have high income jobs, but they want to know if they could provide for their kids’ college, travel as a family, and still retire on time to while not giving up everything they enjoy in life.
They've done a great job of taking advantage of their company benefits and they own a beautiful home, but they know their money could be working harder for them.
As they approach this new stage of life, they want a financial planner to help them make the right decisions for their family so they have confidence knowing that financially, everything is taken care of.