CASE STUDY
How Much Is Enough?
Meet Our Clients
A recently retired couple who have built a significant asset base, ensuring they have comfortably enough money to enjoy their retirement.
The challenge
They continued to focus on saving and growing assets even though they had more money than they’d ever need. Despite being financially successful and well set up, they still held a scarcity mentality.
The solution
Reviewed their values and goals to determine what is possible.
Discussed the purpose of their money and how they could use it for enjoyment.
Provided investment strategies for growing their wealth.
Reviewed their cash flow plan and helped them understand how much they could comfortably spend while still protecting their asset base.
The result
- Achieved a mindset shift, allowing them to enjoy what they had built.
- Gained more purpose for their money.
- Created plans to spend more on things that bring them joy.
- Confident that they could maintain a strong financial position while enjoying their retirement.
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Publications
Kearsten and Addi House Featured in FS Advice Magazine
