When Andrew and Sara had children life became a lot more joyful, but also complicated and stressful. In the past they’d spent less than they earned and made progress paying down school loans and saving for emergencies and retirement. But kids are expensive! While each had received promotions and higher incomes over the years, their budget was squeezed from all directions, and it seemed progress was at a standstill.
When Andrew and Sara came to MAP they felt conflicted about all sorts of choices:
They wanted to know what they needed to prioritize and how to focus and become aware of the questions they should be asking.
With MAP’s guidance Andrew and Sara are now mindful of the pieces of their financial puzzle and that the choices are interrelated. They have a specific to-do list so nothing is missed, and they have someone they can count on who knows them well and understands their position.
Andrew and Sara now have strategies for paying down debt, reducing taxes, and planning for expenses in advance. They are saving enough to achieve their goals, both short and long term: education for their children; special events; and retirement.
As life evolves and financial circumstances change, MAP will help evaluate choices and affirm decisions. This ensures financial progress, stress reduction, and feeling good along the way.