See how financial planning could make an impact in your life
A 36 year old healthcare worker and recently inherited $300,000 from a family member
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Meet Daisy, a dedicated 36-year-old healthcare worker who unexpectedly inherited $300,000 from a beloved family member. While this windfall brought a mix of emotions, Daisy recognized the importance of making wise financial choices to both honor her loved one's legacy and support her upcoming wedding plans.
With a demanding job and little financial expertise, she sought guidance to make the most of this inheritance. Daisy turned to Ithaca Wealth Management, where we listened to understood her unique situation.
We began with an in-depth assessment of her financial goals, risk tolerance, and aspirations, taking into account her wedding plans. We then crafted a comprehensive financial strategy that would allow Daisy to balance her short-term needs with her long-term financial objectives.
She was able to set aside a portion of her inheritance for her upcoming wedding while still prioritizing long-term financial growth. Our team provided education on financial planning, allowing Daisy to feel more confident and empowered in managing her newfound wealth. Over time, Daisy's investments steadily grew, providing her with not only peace of mind but also financial security for the future.
She secured the wedding of her dreams without compromising her financial goals. She was able to achieve short-term goals like paying off high-interest debt, funding her wedding, and taking a well-deserved vacation. Simultaneously, her investments continued to flourish, setting her on a path to long-term wealth accumulation.
A 47 year old farmer that grows high quality micro greens for the restaurant industry
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Meet John, a hardworking 47-year-old farmer with a green thumb and a dedication to providing high-quality micro greens to the restaurant industry. John faced the dual challenge of planning for his retirement while also funding college tuition for his children.
John realized that securing his financial future and ensuring his children's education required careful planning. Balancing his long-term retirement goals with the immediate financial demands of college tuition was a complex puzzle he needed help solving.
We conducted a thorough analysis of John's financial situation, taking into account his farm's income fluctuations, his retirement aspirations, and his children's educational needs.
We designed an investment portfolio that provided stability while maximizing returns. This allowed John to set aside funds for his children's college education while also contributing to his retirement nest egg. We provided financial education to empower John to make informed decisions regarding his farm's profits.
Working closely with John, we crafted a tailored financial strategy. We designed an investment portfolio that provided stability while maximizing returns. This allowed John to set aside funds for his children's college education while also contributing to his retirement nest egg. We provided financial education to empower John to make informed decisions regarding his farm's profits.
he successfully funded his children's college tuition, ensuring they could pursue their dreams without the burden of student loans. Simultaneously, John's retirement fund continued to grow steadily, bringing him closer to his goal of a secure retirement on his terms.
We will never try to sell you proprietary investment products and we have one flat all-in fee for both investment management and financial planning services.
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