Case Study: Blended, Multi-Generational Family

Case Study: TOM & JULIE

*This information is intended to serve as general information and for illustrative purposes only. The results are neither guarantees nor projections.

Tom & Julie's Multi-Generational Family

Tom and Julie, both in their mid-50's, are at the peak of their careers - Tom as a Fortune 100 executive and Julie as a specialized doctor. With three grown children, including a college sophomore, a soon-to-be college graduate, and a young professional just starting out, their family's success is just as important as their own. Managing their growing wealth became increasingly complex, from retirement planning and asset consolidation to estate strategies.

A Purpose-Based Financial Strategy

Our team embraced a purpose-based approach to craft solutions for Tom & Julie to help ensure their financial future and their children's opportunities are well planned and supported.

Values, vision & purpose

In our first meeting with Tom and Julie, we focused on their family, values, and what matters most to them. They emphasized hard work, quality time, and a lasting financial relationship. With these priorities in mind, we helped them create their Statement of Financial Purpose.

retirement & Planning

After consolidating their assets, we designed a retirement plan aligned with their family's Statement of Financial Purpose. Considering corporate stock, performance shares, and Tom's goal to retire before Julie, we set a flexible target date - adjustable based on stock performance while honoring their core values.

A Partner for young adults

Tom and Julie value their children's success above all else. Understanding how much has changed since their own careers began, they embraced our Life Planning initiative. From guiding their college sophomore through deciding on a career path to assisting their young professional with interview prep, we provided support beyond the numbers.

Positive Outcomes Realized

With a clear financial vision and expert guidance, Tom and Julie gained confidence in their future. Their assets were streamlined, their retirement plans remained flexible, and their estate strategy reflected their values. Most importantly, their children received the support they needed to thrive - ensuring a lasting legacy beyond the numbers.

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