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 restricted stock units (RSUs) 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.
Gloria wishes to better manage her finances. She wants to better utilize resources to establish financial confidence and maximize finances for the future.
Gloria needs help with eliminating debt and saving for the future. Gloria enjoys living in her luxury apartment but wants to buy a home in the next few years. She wants a plan to save aggressively and efficiently to reach her financial goals.
Gloria’s had multiple brokers reach out to pitch her on products but she isn’t looking to buy a product. Gloria values a long-term relationship with a fiduciary financial advisor. She needs an expert to help her plan for today and also plan for her financial future as life changes. She also needs help determining the best way to handle her RSUs.
Gloria wasn’t sure where to start, so she reached out to Safe Landing Financial (SLF) for a complimentary introduction meeting to plan her financial future. As a trusted advisor, SLF starts every new relationship by asking questions and listening to understand their unique financial situation. Here is how SLF helped Gloria plan for her financial future.
SLF provides Gloria with peace of mind from visualizing and having conversations regarding her customized financial plan.
Here are some ways SLF helps Gloria to reach her financial goals:
Gloria has financial confidence knowing her financial plan is organized. With an ongoing planning relationship with SLF, Gloria’s financial future is in good hands.
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Disclosure: The above planning for the future case study is hypothetical and does not involve an actual Safe Landing Financial client. No part of this content should be taken as a guarantee that their household will experience similar results if Safe Landing Financial is chosen to provide financial planning services.
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