Case Study

Sarah, 33, started at a large software company nearly 10 years ago after earning her MBA. She’s now an executive level employee earning more money than she ever has. Seeing her wealth grow has changed her focus to planning for her future, and because she has always handled her investments on her own, she’s feeling overwhelmed and doesn’t know where to start. She loves her career but needs someone to manage the finer details of her financial plan and investments.

Balancing graduate school debt, her desire to buy a home and maximizing savings is what brought Sarah to the New Wealth Project. The Cash Flow Roadmap provided a detailed plan to pay down her debt while continuing to save for her first home. The Capital Growth Formula offered reallocation recommendations for her 401(k) and brokerage accounts, and the Elite Engagement has offered Sarah the ability to track her progress and hold herself accountable to her financial goals.