Mike & Ashley, the Young Family
35 & 32
Saving for kid’s college, saving for retirement, budgeting for lifestyle changes, paying down student debt
Becoming parents was a momentous occasion for Mike and Ashley but it also made them come to terms with their finances. They both realized that there were many lifestyle changes ahead of them and expenses that they had never considered before like paying for their son’s future education and moving into a new house in a nicer neighborhood.
Mike also had a friend of his pass away in a tragic car accident, leaving behind 2 children and a wife. Consequently, Mike was concerned about providing for his wife and their new son if he weren’t around.
Mike and Ashley knew they needed some professional advice so they reached out to us to help them put together a plan.