Case Study: A Fair Shake Matt and Sara were college sweethearts. They’ve been
married over a decade and have three small children.
These are uncertain times, but these aren’t combative
times. What Matt and Sara are committed to is a
collaborative effort
Read Their Story
Case Study: Blindsided When Frankie comes across a strange receipt in Brad’s
suit coat, she’s curious. While checking credit card and
bank statements she also notices Brad’s moved a heck
of a lot of money from their savings account to another
account, which she cannot access.
Read Their Story
Case Study: Special Needs Chris and Terri have two sons. It’s their younger child, Ryan,
who’s struggled with developmental issues. What financial
strategies should the couple use to secure long-term
care for their special needs son?
Read Their Story

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