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Jerry & Elaine

Age(s): 27 & 26

Primary Goal: Jerry & Elaine find themselves facing a complex web of financial considerations. They are concerned about selecting the optimal student loan repayment plan, saving for short-term goals such as their wedding and a down payment for a house in the near future, all while making sure they aren’t neglecting their retirement savings. They are keen on seizing the opportunity to indulge in memorable experiences during their 20s before embarking on the journey of starting a family.

George & Susan

Age(s): 42 & 38

Primary Goal: Before considering purchasing a vacation home, George and Susan want to gain a better understanding of their monthly income and expenses and their trajectory on their path to financial independence. Can they feasibly support Susan transitioning into part-time work, allowing her to dedicate more time to their young children during their formative years? They also want to gain a better appreciation for what effect purchasing a vacation home could have on their goal of funding their children’s college expenses.

Frank & Estelle

Age(s): 58 & 55

Primary Goal: Frank & Estelle have two adult children, and hope grandchildren will be in their future. They have always lived modestly, never chasing the biggest home, newest car, or the most lavish vacations. They have mortgage debt. Their primary plans in retirement include traveling and spending more time with family.