Case Studies

Mark & Britney

Age 32 and 34

Both Work Full Time

Two Children

Annual Household Income: $78,500

Mortgage/Rent: $1650

Car Payments: $950

Debt: $20,500

  • Does not know where to start?
  • Every time they pay down debt something comes up.
  • Always has a birthday party, kid’s activities, or family events.
  • Money is an issue and causing problems with the marriage.

Mark & Britney

Age 32 and 34

Both Work Full Time

Two Children

Annual Household Income: $78,500

Mortgage/Rent: $1650

Car Payments: $950

Debt: $20,500

  • Does not know where to start?
  • Every time they pay down debt something comes up.
  • Always has a birthday party, kid’s activities, or family events.
  • Money is an issue and causing problems with the marriage.

Josh

Age 28

Works Full Time

Looking to propose

No Children

Mortgage/Rent: $1350

Car Payment: $620

Annual Income: $65,000

  • Has under 6k in savings.
  • Has 3k in debt.
  • Looking for advice on how to plan his future.
  • Has watched videos on Debt and Investing but needs more clarity.

Lindsay & Austin

Both Age 29

Both work Full Time

Have a Baby One the Way

Car Payments: $10,000

Household Income: $120,000

  • Have $15,000 in debt from the wedding
  • $0 debt on credit cards
  • Combined savings of $22,000
  • Never invested they have a 401k from work.

Lindsay & Austin

Both Age 29

Both work Full Time

Have a Baby One the Way

Car Payments: $10,000

Household Income: $120,000

  • Have $15,000 in debt from the wedding
  • $0 debt on credit cards
  • Combined savings of $22,000
  • Never invested but have a 401k from work.