We began with reviewing their goals, setting some short-term ones, reviewed their budget line-by-line, and found several areas where they were overspending.
Then we found them a new CPA to help handle their tax situation. Over the course of several meetings, we ran an analysis for them to show them how they could either take out a Home Equity Line of Credit (HELOC) or do a cash-out refinance so they could wipe out debt at a lower rate and also get the remodel done. This also helped pad the boy’s college savings accounts.
Emanuel is currently going through a transition to a new company, so we have also helped with negotiating his salary and benefits as well as managing the transition of benefits including his 401K and stock accounts from the old company.