Profile #2
A Couple's Plan to Fix Their Financial Situation
The Problem/Goal
Besides getting married, Isabella Ryan and Ethan Sloan have other big plans. They want to buy a house and Ethan wants to start a business in about eight years. But the finish line for those plans seems to move farther away rather than closer. “We have tried and tried to budget our money and it just never seems like we can,” Isabella said. “It seems like we can never get ahead. No matter how hard we try there just never seems to be enough money.” More>
The Solution
From a planner's side of the desk, it's important to start at the beginning. Financial planners and clients typically mutually define a client's personal and financial goals, needs and priorities. The next step is what financial planners call the data gathering: Financial planners will obtain all the quantitative information and documents about a client before any recommendation is made and/or implemented. More>
Past Money Makeovers
