- Recently-divorced father of 2 sons, ages 17 and 13
- 50/50 joint custody of sons
- Maintenance payments owed to ex-wife for next 5 years
- Investable assets: $1.2mm
- Annual Income: $350-$450K
- Job/Income Stability: Moderately High
-Married with 3 children, ages 19, 17, 11
- Family ‘breadwinner’ and head of household finances
- Sr VP, pharmaceutical industry
- Household income: $800K-$1MM
- Investable Assets: $3MM
- Power of Attorney over her mom’s finances. Amy has no siblings and her mom is a widow with moderately advanced dementia.