Mid-Career Professional Case Study

Carter, 33 | Primary goal: optimize his income, buy a home, and invest efficiently

The Challenge:

Carter has been a Software Developer for several years now, and loves his job. He is paid well, and even has an equity compensation package through RSUs.

Recently, Carter's coworker bought a house in the area and left him wondering "how did he do that?" After talking with his coworker, Carter realized that he could use a little help financially.

He knew he needed a change if he wanted to achieve some of his bigger life goals, but wasn't sure what to do, since he wasn't raised with a good understanding of money.

The Approach:

In conversation with his coworker, Carter found that he was working with Cousino Wealth Advisors. Carter's coworker mentioned that he had ben using their services for a while and provided an introduction to the firm.

A Personalized Plan:

During their first meeting, The Cousino Wealth team helped Carter get a plan together that did several things:

• Understand his current financial situation and get a breakdown of where his money was going.
• Map out his life goals and help him understand the financial commitment and implications of each. 
• Re-structured his income plan to better plan for taxes.

For Carter, the meeting really highlighted the value of working with an advisor. He was convinced! Carter then decided to move forward with the Financial Planning process and work with the Cousino Wealth team.

Disclaimer: The above case studies are hypothetical and do not involve an actual Cousino Wealth Advisors client. No portion of the 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 Cousino Wealth Advisors is engaged to provide investment advisory services.