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(Note: In honor of our privacy policy, these are hypothetical scenarios and do not involve SWP clients.)

Clients: Chris & Lauren

Age: 34 and 32

Occupation: Sales Manager & Dentist

Primary Goal: Get a financial plan in place, start saving for child's education, prepare for a second child.

Their Situation

Chris and Lauren are a modern couple navigating the complexities of career ambitions, family life, and married finances.

Chris is running the sales team of a family-run business, and Lauren is two years into owning her own dental practice.

Despite their successful careers, Chris and Lauren come from different financial backgrounds and have different money habits. With the arrival of their first child, they're eager to merge their financial paths in a way that secures the family's future and enables them to live the life they aspire to.

The Approach

The primary challenge for Chris and Lauren is creating a financial strategy that supports their shared and individual goals.

They wanted to work with someone who understood their situation and would empower them to make the best decisions possible for their family.

The Results

Chris and Lauren were excited to work with a team who did more than manage investments, and were happy to be part of a process than empowered them to care for their family.

As part of the Virtual Financial Office service, Chris and Lauren received

A detailed implementation plan
A real-time dashboard of all action items
A monitoring and review protocol tailored to their specific needs and preferences
Full-service implementation support in making the adjustments and changes necessary
Coordination of the various professionals on their behalf
Ongoing support and guidance as questions and situations come up

Their comprehensive plan and full-service support included the following:

A plan that aligned their financial habits.
A cash management strategy that supported family expenses and goals.
A savings strategy to use their surplus for college planning and other goals.
A low-cost investment strategy for large purchases and retirement.
A life and disability insurance analysis to make sure their family was protected against unexpected events that could hurt their family.
A college savings plan to pick the best accounts and maximize tax benefits.
Automated financial systems to free up time each month.
An analysis of flexible work arrangements for them to prioritize family needs.
Full-service implementation support in making the adjustments and changes necessary.
Ongoing support and guidance as questions and situations come up.

Chris and Lauren now have a clear picture of where they are today and where they're going.

They feel empowered and confident in making the decisions they know will serve their family best.

Clients: James & Sam

Age: 31 & 29

Occupation: Business Owner & Freelance Marketer

Primary Goal: Get a financial plan to invest heavily, start a family, and move to only James' income.

Their Situation

James and Sam are forward thinking. They've been married for a year and want to lay the groundwork for a prosperous future.

James and Sam have growing career paths. He has been growing his business for the past five years and she has been working as a freelance marketer for three.

Coming from similar financial backgrounds they have similar money habits. They would like to get a financial plan in place to help them invest heavily now and explore living on James' income to support a growing family.

An ongoing concern for both of them is how intertwined their personal finances are with James' business, and most of the business debt is personally guaranteed by James. Both agree that growing the business is important for their future as a family.

The Approach

James and Sam knew they needed to work with a someone who could provide a global view of their personal and business finances.

Since they're both busy with their careers, they wanted someone who could help then navigate their options and help them implement the decisions since they don't have much down time.

The Results

Our process is designed to bring clarity to where James and Sam are today, and to empower them to make the decisions that best support their family and goals.

As part of the Virtual Financial Office service, James and Sam received

A detailed implementation plan
A real-time dashboard of all action items
A monitoring and review protocol tailored to their specific needs and preferences
Full-service implementation support in making the adjustments and changes necessary
Coordination of the various professionals on their behalf
Ongoing support and guidance as questions and situations come up

Their comprehensive plan and full-service support included the following:

Analyzed their personal and business finances.
Identified areas where their personal and business finances were aligned.
Strategies to manage areas of risk and concern between personal and business finances.
A tax optimization plan to leverage business and self-employment deductions.
A long-term financial forecast of personal and business growth.
A cash management strategy that supported their long-term growth and a growing family.
A debt management plan to move the personal guaranteed debt to straight business debt.
A strategic reinvestment plan for growing the small business.
A low-cost investment strategy for retirement outside the business.
An analysis of personal and business insurance to make sure their family was protected against unexpected events that could hurt their family.
A college savings plan to pick the best accounts and maximize tax benefits.
An income transition plan to reduce Sam's freelance commitments as the family and business needs evolve.
Automated financial systems to free up time each month.
Full-service implementation support in making the adjustments and changes necessary.
Ongoing support and guidance as questions and situations come up.

James and Sam now have a clear picture of where they are today and where they're going.

They feel empowered and confident in making the decisions they know will serve their family best.

Clients: Michael

Age: 42

Occupation: Serial Entrepreneur

Primary Goal: Establish a financial plan that builds wealth outside his businesses, build a unified global view of his business and personal finances, and invest in other small businesses with spare cash.

Their Situation

Michael is an accomplished entrepreneur with multiple successful under his belt.

He has spent the past 20+ years focused on growing his businesses and bringing new ones to life.

While this focus has brought Michael significant business success, it's come at the expense of personal financal planning and responsible money management.

Recognizing the need to build wealth outside his businesses and secure his personal financial future, he'd like to build a comprehensive financial plan.

The Approach

Michael already works with multiple accountants and investment advisors, but they work in silos.

He wants to work with an advisor who can analyze his complex situation, create a plan to help him achieve his goals, and coordinate his team of accountants, investment advisors, and attorneys to make sure nothing is missed.

Because of his unique situation, he's also looking to work with a Certified Private Wealth Advisor® designee or similar certification since they represent a unique skill set tailored to helping people with needs like his.

The Results

Our planning process and full-service support is designed to provide Michael with exactly what he's looking for.

As part of the Virtual Financial Office service, Michael received

A detailed implementation plan
A real-time dashboard of all action items
A monitoring and review protocol tailored to his specific needs and preferences
Full-service implementation support in making the adjustments and changes necessary
Coordination of the various professionals on his behalf
Ongoing support and guidance as questions and situations come up

His comprehensive plan and full-service implementation support included the following:

An analysis of his personal finances
An analysis of all business operations and finances.
A long-term financial forecast of his business holdings
A long-term financial forecast of his personal finances
An automated reverse budget to streamline personal financial growth.
A low-cost investment strategy for building wealth outside the business.
A due diligence framework for evaluating angel investment opportunities.
A debt management plan to reduce exposure to high-interest liabilities.
An analysis of personal and business insurance to make sure he was protected against unexpected events that could hurt him or his businesses.
A business continuity and estate plan in case of unexpected events.
Strategies to streamline financial operations across his businesses.
Strategies to manage areas of risk between personal and business finances.
Tax optimization planning coordinated with his accountants quarterly.
Quarterly financial reviews to adjust forecasts and anticipate reinvestment needs and opportunities.

Michael now has a clear picture of where he and his businesses are today and where they're going.

He now feels even more empowered and confident in living life on his own terms.

Clients: Olivia

Age: 28

Occupation: Veterinarian

Primary Goal: Get a financial plan to pay off student debt, start investing, and save to buy a house.

Their Situation

Olivia is excited to finally start her career as a newly graduated veterinarian.

She's spent the last four years studying hard and living on student loans.

She understands the importance of financial planning because of her high student loans and needing to pay them back as efficiently as possible.

She also knows she needs to start investing and saving to grow her nest egg, and would like to buy a house sooner than later to build equity instead of paying rent.

The Approach

Olivia knows she needs an advisor to help her make the right moves.

Since her expertise is in veterinary medicine, she wants someone who will talk to her like the professional she is, educate her on finances in general, and hold her accountable.

She also wants someone who can help her implement the decisions because she works long days and her schedule isn't always consistent.

The Results

The comprehensive financial plan and full-service support gave Olivia exactly what she was looking for.

As part of the Virtual Financial Office service, Olivia received

A detailed implementation plan
A real-time dashboard of all action items
A monitoring and review protocol tailored to her specific needs and preferences
Full-service implementation support in making the adjustments and changes necessary
Coordination of the various professionals on her behalf
Ongoing support and guidance as questions and situations come up

Her comprehensive plan and full-service support included the following:

Analyzed her student loans and presented her with all payback options.
Identified the best payback options for each loan type and interest rate.
A reverse-budget that automated paying down the loans and reaching her goals, but gave her the freedom to enjoy her success.
A savings plan for buying a house within her means.
A low-cost investment strategy for retirement.
A long-term financial forecast of personal financial growth.
Ongoing financial education around her plan and other areas of interest.
Full-service implementation support in making the adjustments and changes necessary.
Ongoing support and guidance as questions and situations come up.

Olivia now have a clear picture of where she is today and where she's going.

She feels empowered to live the professional life she always wanted and confident in making the decisions she knows are best for her future.

Confidence starts with a conversation.

1. Submit the form below.

2. We'll reach out to schedule a virtual meeting.

3. We'll discuss your situation & our process to see if working together makes sense.

4. Take some time to think about it before making the commitment.

Designed just for you.

Confidence starts with a conversation.

© 2023 Stanley Wealth Partners

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