Case Studies

Learn more about how we bring clarity, comfort, and control to our client's lives

(Note: These are hypothetical scenarios and do not involve any Collabria clients)

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Jack and Brittany

Career(s): Physicians
Situation: Considering a career change, wants to take time off, college planning
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Louis

Career: Data scientist
Situation: Ready to retire, wants to travel abroad
Read the full case study
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Samantha

Career: AI Engineer
Situation: Considering early retirement, ready to start a family
Read the full case study
CASE STUDY

Jack & Brittany

Career(s): Physicians

couple
The Situation
The Approach
The Results
CASE STUDY

Louis

Career: Data scientist

The Situation
The Approach
The Results
CASE STUDY

Samantha

Career: AI Engineer

middle aged woman
The Situation
The Approach
The Results

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