Brad, a successful attorney, and Sara, a respected physician, are both at pivotal points in their lives. After over a decade of hard work, they’ve achieved high six-figure incomes, maximize their retirement contributions, and carry minimal debt. Recently, Sara bought into a major medical partnership, and they are expecting another child, prompting concerns about whether they’re on the right path toward retirement. Seeking expert guidance, they worked with a financial planner to navigate these changes, resulting in a tailored plan that budgeted for their new circumstances, reduced taxes, and optimized their asset allocation to match their goals. Now, with an organized financial roadmap, Brad and Sara feel more at ease about their future.