Retired Early

Goal

Linda wanted to retire before she turned 65 and had some extra money to invest thanks in part to her 401(k) plans. She is not a financial expert and wanted the security of knowing that she could retire early. She knew that she would need to find a financial partner to help her reach this goal.

She already had some money invested elsewhere but was starting to look for a more personalized service based on her shifting needs.

Besides retiring early, her main goal was to maximize her finances, such that she would have enough money coming in to engage in activities she enjoys, travel or otherwise.

Challenges

As Linda was looking to retire early, she already had some money invested with another financial planner. And while things were going well, she found that she wasn’t getting the personalized attention she needed. If she wanted to make an investment on a dime, the planner had to go through layers of established procedures to action this, and that took longer than she wanted.

Overall, Linda didn’t have the control she wanted. She had resources to invest, and she was positioned well to maximize her savings, but she wanted to be more agile with the process.

Approach

Linda decided to continue working with her existing financial planner while looking for a new partner who could offer personalized, responsive service in her investing efforts.

Having found this partner, she felt a greater sense of comfort and security knowing that her finances were being maximized. This gave her the freedom of thinking and dreaming bigger in her financial life too.

She could put her full trust in her new partner while making ad hoc requests for investment opportunities she wanted to pursue.

Results

Linda was able to reach her goal of retiring early. Her financial resources are going to work for her every day to create long-term stability.

With a new sense of freedom, Linda plans to engage more in her favorite activities – traveling more and visiting her friends abroad.