Mark
Case Study 01 : Age 35
Building Wealth as a Single Professional
Primary Goals:
Organize and streamline investments, Reduce taxes while income is rising, Build toward financial independence
Mark is a 35-year-old software engineer with a fast-growing career. He’s saving, but his accounts are scattered—401(k), stock options, ESPP, and a brokerage account. He wants to maximize his savings and aim for financial independence in his 50s.
The Challenge
Mark wasn’t sure how to:
- Save beyond his 401(k) efficiently
- Balance student loans with investing
- Diversify company stock without missing growth potential
- Ensure his savings plan aligned with his early retirement goal
The Approach
We gave Mark clarity and direction:
- Consolidated accounts into a streamlined structure
- Built a tax-smart investing plan using Roth strategies and efficient brokerage investing
- Diversified company equity to lower risk
- Designed a savings roadmap targeting financial independence in his 50s
The Results
Mark now knows exactly how much to save, where to invest, and how his plan tracks toward early financial freedom. Instead of guessing, he’s compounding wealth with confidence.
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