BUSINESS CASE STUDY: Professor Hamilton
BUSINESS CASE STUDY: Professor Hamiltom
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.

Financial concerns and objectives
In the Discovery Meeting we discussed what is important to Michael and Megan. They expressed the following values
- Time with family
- Stability
- Engagement with the world

Financial Objectives
The Milles current objectives
- They want their two kids to go to college
- Travel to every continent
- Financially independent to retire early

Financial solutions
Michael and Megan now have structure to their financial life. A snapshot of what we helped them with
- Cash management - Emergency fund, savings rate and budgeting
- Protection planning - Confirmed adequate, affordable, and appropriate coverage for life and disability.
- Investing - Managing funds for retirement and
- Tax - Reduction, Deferral and avoidance
- Estate Planning - Will and Durable Power of Attorney

Progress toward objectives
Michael and Megan have made progress and will continue to make baby steps in their financial journey

Wealth Builders
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Nearing Retirement
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...

Retired
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....