We helped Brett and Susan organize all of their investment accounts so we could determine what they owned; whether their investments made sense for them; and reviewed their overall income, expenses, assets, and liabilities. This allowed them to take a hard look at where they were and where they were headed.
We then ran through a variety of scenarios with them before they decided to refinance. Ultimately something shifted through them having a clearer picture of their financial situation as they called us back a few weeks later and said that their entire plan had changed.
They were now contemplating selling the home and purchasing a property in Michigan with a functioning business on the property.
We revisited the plan they had, made some adjustments, and as part of our Business Consulting service, we reviewed the business financials to help them navigate this decision.
As part of that service, we even drafted a two-page letter, outlining the questions they needed to ask at the bargaining table as part of the negotiations to purchase the business.