HIGH-EARNING PROFESSIONAL CASE STUDY
Gloria is a high-earning distinguished engineer in Silicon Beach, Los Angeles, CA. Historically, she hasn’t given much attention towards planning her financial future.
Gloria was recently promoted to a higher job title and income level and wants to take better control. The promotion includes stock options as part of her compensation package and advanced benefits, including options for 401(k) saving and deferred compensation.
Gloria’s goals are to maximize assets, lower taxes, and plan her financial future. She doesn’t have the time, interest, desire, or expertise to manage her finances. She values having expert guidance to assure she’s maximizing her unique financial situation.