Case Studies
From Corporate Engineer to Cabin Life
Can we find an advisor who matches our Detail-Oriented Approach to Planning?
Their Goals
After 30 years in engineering, David was considering retiring early. He and Judy wanted to ensure their significant savings would translate into lasting financial security. They needed an advisor who could provide the detailed analysis David’s engineering mind demanded while helping them navigate major decisions like their cabin remodel.
They sought someone who shared their values and could provide long-term guidance through their retirement years.
The Challenge
Though they had been diligent savers all their working lives, David and Judy faced several complex challenges:
- Evaluating an early retirement buyout opportunity
- Managing the transition from steady paychecks to retirement distributions
- Understanding the detailed implications of their financial choices
- Navigating complex systems like Medicare enrollment
- Making confident decisions about major expenditures like their cabin remodel
- Finding an advisor who could match their need for detailed analysis
Our Approach
Matt’s technical background and systematic approach resonated with their analytical thinking. He:
- Provided in-depth analysis that satisfied David’s analytical mindset
- Created detailed documentation of every meeting with clear action items
- Offered hands-on assistance with bureaucratic processes like Medicare enrollment
- Guided them through the early retirement buyout decision
- Developed comprehensive strategies for maintaining their lifestyle
- Supported their cabin remodel planning with detailed financial analysis
The Goal
Help give David and Judy confidence in their retirement timeline so they can embrace their future. Our collaborative approach aims to provide:
- Peace of mind knowing they can rely on a trusted advisor who shares their values and attention to detail
- Relief from the burden of tracking complex financial details since they’ve delegated to the team
- Collaborative advice in making major financial decisions and practical support with administrative tasks
Hypothetical scenario disclosure: All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. The information provided is not based on actual current or past clients. All situations are unique, and results will differ depending on individual situation.
