Case Study 1

Case Study 1: May 2012 Update

We first met our case study about five months ago; how time flies! You can compare this to the last update in March. The following net worth summary is based on information that was accessible at our last meeting. You will notice that some numbers are unchanged as new information was not yet available. May […]

Case Study 1: March 2012 Update

After spending a wonderful week on the beautiful beaches in Punta Cana, located in the Dominican Republic, it is time to get back into the swing of things! We first met our case study three months ago; you can compare this with last month’s update to see their progress. The following net worth summary is […]

Case Study 1: February 2012 Update

We first met our case study two months ago; you can compare this with last month’s update to see their progress. The following net worth summary is based on information that was accessible at our last meeting. You will notice that some numbers are unchanged as new information was not yet available. February 2012 Assets […]

Case Study 1: January 2012 Update

We first met our case study about a month ago. Even though I have met up with them a couple times since then, I figured a monthly update would be sufficient to monitor their progress and their unique journey to a better financial future. The following net worth summary is based on information that was […]

Case Study 1: Introduction to Edward and Bella

Yes, Bella and Edward Cullen. Yes, I read and watched Twilight. I have to admit that I am somewhat embarrassed (sometimes) about admitting that. But if I’m telling people to face their financial reality, the least I can do is admit that I enjoy Twilight. Yes, I know this may be enough for some of […]