After scheduling an insight meeting, Mike and Sharron started the financial planning process with Quantum’s team of professionals. They began by organizing their financial life which involved collecting data and repositioning the information in a way that made sense to the couple. Then, once Mike, Sharron and the Quantum team fully understood the current situation, they used financial planning software to run scenario analyses on their long-term plan. This step helped the couple understand how certain choices would impact their finances over time.
- The planning process helped Mike & Sharron get organized
- The couple were able to clarify and better define their shared goals
- Their financial team implemented cutting edge technology
- Their investment portfolio was re-allocated to better suit their objectives
- Running scenario analyses helped the couple make informed decisions
- Quantum’s planners recommended several ways to optimize tax efficiency
The stress surrounding the sale of their life’s work was no joke, but after partnering with Quantum to begin the financial planning process, Mike and Sharron were able to relax with confidence. Not only did they make an informed decision with their family’s best interests in mind, but they are now optimizing their finances by implementing the strategies Quantum recommended for their unique situation. Mike and Sharron can now focus on their exciting next chapter of life.