Successful, professional couple in their late 40’s
When Josh and Melinda looked up from their busy lives, their 3rd child was already graduating college! They were proud of their daughter but also felt like they hadn’t focused on their financial lives enough recently. They had no idea if they were on track or not, or even what that should be for them. After focusing so hard on getting their kids through school they were just beginning to breathe again financially. During their lives they usually tried to do the right things – saving money where they could, contributing to their retirement plans at work, and paying off as much debt as possible along the way. Their COMPASS Plan helped them step back and see where they stood and where they could go financially. Having a team focused on them and how they could maximize their situation really alleviated their concerns about the future.