Client Success Story: Taylor & Cindy

I wanted to take a moment to share with you a client success story that is in progress.

Taylor and Cindy, both business owners with busy schedules and two young boys, came to me for help two years ago. They needed a plan as their businesses were taking off. We created a custom financial plan to align their personal and business goals, focusing on:

• Cash Reserve Goals
• Spending Analysis
• Simple IRAs for each business
• Backdoor Roth IRA’s
• Brokerage account
• Cash Management within their businesses

As life moved on and their family grew, Taylor and Cindy began traveling more and pouring even more into their businesses. But as often happens, they drifted from the original plan.

We’ve recently recalibrated their financial strategy—not just to get back on track, but to take things to the next level. All the previous bullet points, plus:

• Establishing clear yearly investment benchmarks for their goals
• Re-Structured cash flows management
• Discovered the personal diving force towards their goals
• Creating a tax mitigation strategy, potentially saving them $90k+ in federal taxes

By making these adjustments, we turned what could have been a negative long-term outlook into a positive trajectory over the next 5 to 10 years.

If you or someone you know who could benefit from a personalized Financial Plan with accountability, I’d welcome the opportunity to chat.

I’m currently taking on a few new clients who value clarity, impact, and purpose in their financial lives.

-Peyton