What Does Working Together Actually Look Like?
You’ve built financial momentum. We help you use it with intention.
Here are real-world client scenarios showing how we bring clarity, structure, and strategy to people earning well—but feeling stretched, uncertain, or under-optimized.
🏡 Buying a New Home Without Selling the Old One (Yet)
The Situation:
A dual-income couple wanted to buy a new home but weren’t ready to sell their current one.
What We Did:
Used their taxable brokerage account (intentionally built over time) to fund the down payment
Priotitized long-term capital gains treatment and utilizing strategic tax-loss harvesting
Built a cash flow plan for holding both homes during the transition
Reviewed their safe harbor number along with a projection to stay ahead of estimated tax surprises
The Result:
They bought the home they wanted—on their timeline—without pressure or panic.
📈 Making Sense of Complex Equity Compensation
The Situation:
One partner had ISOs, NSOs, and RSUs with growing value—but felt overwhelmed by tax risk and what to do next.
What We Did:
Modeled tax scenarios using Holistiplan and custom projections
Built an exercise/sell strategy to manage AMT exposure and overconcentration
Created documentation with if/then guidance based on future grants or liquidity events
Coordinated planning around their upcoming bonus and 401(k) match limits
The Result:
They moved from analysis paralysis to “we’ve got a plan.”
💸 From Cash Pile to Intentional Investing
The Situation:
A couple had built up over $200K in cash and didn’t know how to invest it or what to prioritize.
What We Did:
Reviewed their full financial landscape—401(k)s, HSA, Roth, taxable
Prioritized tax-advantaged contributions and investment accounts
Created an automated system for investing excess cash monthly
Used Knudge to track implementation and follow-through
The Result:
Their cash now works for them—without constant decision fatigue.
🧠 Building Flexibility into a High-Income Career
The Situation:
A physician client wanted to explore cutting back—but wasn’t sure if they could afford to.
What We Did:
Modeled different timelines for slowing down, switching roles, or walking away
Integrated student loans, equity in the practice, and future child care costs
Helped define what “enough” looks like for them
Aligned their investment strategy with a more flexible life plan
The Result:
They found the clarity (and permission) to take control of their time.
This Is What Intentional Wealth Looks Like
These aren’t one-time plans. They’re evolving relationships rooted in:
Clarity around your values
Strategic use of your income, equity, and tax position
Long-term flexibility, not just short-term wins
Curious What We’d Find in Your Plan?
Start with a free review of your current financial picture.
Disclaimer: The client success stories presented on this page are hypothetical illustrations based on common scenarios and planning strategies. They do not represent actual clients, and any resemblance to real persons is purely coincidental. These examples are for informational and educational purposes only and should not be considered financial, investment, tax, or legal advice. Individual circumstances vary, and you should consult with a qualified financial professional before making any decisions based on this information.