After more than a decade of success in their respective careers, Kaysey and Brian finally have the income to not just meet their needs, but also plan seriously for the future. With Kaysey recently transitioning from a W2 role to self-employment as a 1099 consultant, they want to ensure their increased earnings are being used intentionally.
They’ve done well contributing to workplace retirement plans, but now need a plan tailored to their evolving situation—especially as they prepare to start a family, manage two properties, and make room for regular travel to see loved ones. Until now, they’ve saved what’s left over each month without a long-term strategy.
With an existing bucketing system in place, Kaysey and Brian were ready for the next level. They wanted a partner who could bring structure, accountability, and proactive planning to their financial life. We listened closely to their goals, helped them prioritize, and created a plan that aligned with their vision.
Kaysey and Brian now have a plan they can follow with confidence, including:
Cash flow organization tied directly to their goals, with clear implementation steps and progress tracking
Help opening a Solo 401(k) for Kaysey and funding backdoor Roth IRAs
Real estate analysis for their rental property, including return metrics and a hold-vs-sell recommendation
Long-term financial planning that incorporates risks such as potential fertility costs
Automated monthly investments to simplify their lives
A year-by-year investment plan to reach their early retirement targets
They now have clarity around their financial direction, are taking advantage of new opportunities, and feel empowered to focus on what matters most.
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