Case Studies | WAVE Wealth

These case studies are hypothetical and do not involve actual clients of WWP. WWP cannot guarantee that a client or prospective client will experience the same results or satisfaction when engaging with WWP for financial planning or investment advisory services. This is not financial advice from WWP. It is meant for informational purposes only.

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Abe & Mary

Key Goals	Get on track for financial independence at age 55 Consolidate investment accounts and old 401k Reduce taxes now and later
Key Concerns	Are we on track? How to simplify and improve our investments? How do we reduce our tax drag? We worked with a financial advisor in the past, but they seemed more focused on selling us products than solving our problems.
Making Progress	They scheduled a complimentary intro call with Blake to see if it was a good fit and within a week, they were gaining clarity and confidence. Abe, Mary, & Blake spent time building out their financial picture and getting clear on their goals, values, and concerns. From there, Blake built a comprehensive plan that was both simple and strategic. The three of them collaborated over multiple conversations on the key steps to take both now and later. Within a month, Abe and Mary… Are on a stress-tested, clear path to financial independence by age 55 Consolidated their investment accounts and their old 401k Have a much deeper understanding of their investment portfolio and overall investment strategy Implemented solutions to reduce their taxes both now, throughout the future, and during retirement Have a close relationship with a fiduciary, CERTIFIED FINANCIAL PLANNER™ they can trust

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Frank & Eleanor

Key Goals	Eleanor wants Frank to stop working so they can spend more time living their version of the good life. They want to give to their favorite causes and their grandchildren both now and later. They want to buy a vacation home near their children/grandchildren.
Key Concerns	Do they have enough to live comfortably without Frank’s income? When to begin their Social Security benefits? How will they cover healthcare costs in retirement? Can they keep their current home and buy a vacation home?
Making Progress	They scheduled a complimentary intro call with Blake to see if it was a good fit and within a week, they were gaining clarity and confidence. Frank, Eleanor, & Blake spent time building out their financial picture and getting clear on their goals, values, and concerns. From there, Blake built a comprehensive plan that was both simple and strategic. The three of them collaborated over multiple conversations on the key steps to take both now and later. Within a month, Eleanor & Frank… Are on a stress-tested, clear path to Frank retiring next year and having an income that would increase with inflation and last throughout both their lives Have a much deeper understanding of their retirement income plan and when to begin their Social Security benefits Have a current and future plan for giving to their favorite charities and their church Are clear on what they needed to do to purchase their vacation home Have a close relationship with a fiduciary, CERTIFIED FINANCIAL PLANNER™ they can trust

Taylor

Key Goals	Financial independence/retire early by age 50 Align my money with my values and goals Efficiently invest my capital for the long-term Reduce taxes now and later
Key Concerns	Am I on track? How to simplify and improve my investments? What to do with the funds from selling my music business? I worked with a financial advisor in the past, but they seemed more focused on selling me a product than helping me.
Making Progress	Scheduled a complimentary intro call with Blake to see if it was a good fit and within a week, she was gaining clarity and confidence. Taylor & Blake spent time building out her financial picture and getting clear on goals, values, and concerns. From there, Blake built a comprehensive plan that was both simple and strategic. The three of them collaborated over multiple conversations on the key steps to take both now and later. Within a month, Taylor… Is on a stress-tested, clear path to financial independence by age 50 Has a much deeper understanding of her investment portfolio and overall investment strategy with an investment plan that is efficient and simple Implemented solutions to reduce taxes both now and throughout the future Has a financial life plan to use her money as a tool to live her version of the good life Has a close relationship with a fiduciary, CERTIFIED FINANCIAL PLANNER™ she can trust

Within a month, Abe and Mary…

Within a month, Eleanor & Frank…

Within a month, Taylor…