We help science & business professionals like you build wealth.
Hypothetical case study
Introducing Maria
Maria Thompson, a successful 45-year-old senior software engineer at a leading tech firm, is a prime example of an independent and ambitious professional. Living in a high-cost urban city, Maria is no stranger to the demands of a busy career and the financial complexities that come with a high income.
Maria's financial aspirations were clear:
She planned to retire early at 55 with a comfortable savings cushion.
She wanted to diversify her portfolio by investing in a second property.
She aimed to explore aggressive investment options for better returns.
Online calculators & books weren’t cutting it.
Despite being detail-oriented and analytical in her professional life, Maria found herself unsure about navigating investment options beyond her company's 401(k). She also struggled with time management, finding it hard to devote adequate time to research and plan her financial future.
Maria had tried using online financial planning tools and self-help books to improve her investment strategy. However, she found that the generic advice did not cater to her unique financial situation and ambitions, leaving her feeling even more overwhelmed and uncertain.
The Solution: Hire a CFP®
Seeking expert advice, Maria engaged a local CFP® for personalized financial planning. Here's how her local CFP® helped:
She carried out an in-depth assessment of Maria's financial situation, risk tolerance, and goals.
She formulated a custom financial plan that balanced aggressive investments with secure options, ensuring a diverse portfolio.
She provided guidance for purchasing her second property, helping her navigate the real estate market confidently.
She offered continuous monitoring and regular financial check-ins to adapt her plan as her financial situation evolved.
She ensured that Maria understood her financial plan and investments, encouraging her active participation in her financial journey.
The Results
With the local CFP®'s custom financial planning, Maria:
Has a comprehensive financial strategy that balances risk and rewards, giving her confidence in her investment decisions.
Is on track to retire early with a healthy savings cushion, giving her peace of mind about her future.
Successfully invested in a second property, diversifying her investment portfolio and further securing her financial future.
Maria now feels in control of her finances and is more confident about achieving her financial goals. With the local CFP®, Maria found more than just a financial planning service; she found a partner in her journey to financial independence.
Note: We protect our clients’ personal information. This hypothetical case study does not involve an actual Southern Wealth Builders client. No portion of this content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Southern Wealth Builders is engaged to provide investment advisory or financial planning services.
Starting today couldn’t be simpler.
And all it takes is one phone call to find out how we can help you…
✓ manage your finances,
✓ build a plan for greater wealth, and
✓ reduce your financial stress.
