Michael and Megan Milles enjoyed their time in their 20's being single and traveling the world. Now married and with two kids they want to start investing towards their future rather than living just for the present.
In the Discovery Meeting we discussed what is important to Michael and Megan. They expressed the following values
The Milles current objectives
Michael and Megan now have structure to their financial life. A snapshot of what we helped them with
Michael and Megan have made progress and will continue to make baby steps in their financial journey
Barry and Iris have run at full speed in their working careers. They enjoy their work still but are interested in slowing down and have work optional..
Jay and Joan have been happily married for 40 years and also happily retired for 5 years. Jay served the city for 35 years. They enjoy time with their kids....
Professor Hamilton is the founder and owner of STAR Labs for the past 15 years. He is looking to sell the business...