Case Study

Meet Sarah, 35 — a Regional Sales Executive at a tech company.

She earns a strong income through salary, commission, and RSUs, and recently her earnings have grown significantly. But between frequent work travel and home renovations, her spending has increased too.

Sarah doesn’t want to maintain this pace forever. She’s aiming for long-term financial independence—or at least a more flexible role in the near future. While she’s consistently maxing out her 401(k), she feels like her approach to saving and investing could be more intentional and better aligned with her goals.

She came to us for guidance on how to manage her growing savings, make informed decisions about her RSUs, and understand how large purchases—like a new car—might impact her financial trajectory.

We started by exploring her goals and priorities in the Personal Mission Builder, followed by a Cash Flow Roadmap that showed where she was headed and how she could better allocate her savings. In the Capital Growth Formula, we shared our investing principles and provided a plan for her 401(k), Roth IRA, and brokerage account, while also helping her diversify her RSUs.

After these sessions, Sarah enrolled in our Elite Engagement program to put the plan into action—and to stay clear, confident, and on track as life evolves, stock vests, and priorities shift.