Meet your example clients
Amy the Millennial
Carlos & Christy the HighWorths
Ben & Beth in Accumulation
- 24 Years Old / Recent Graduate
- Few Assets & Many Small Expenses
- Needs Savings and Debt Plans
Ben & Beth in Accumulation
Carlos & Christy the HighWorths
Ben & Beth in Accumulation
- Early 40's with Small Kids
- Moderate Assets & Expenses
- Focused on Retirement & Education
Carlos & Christy the HighWorths
Carlos & Christy the HighWorths
Carlos & Christy the HighWorths
- Recently Retired and Loving it
- Large Net-worth and Expenses
- Loves Travel, Hates Taxes