Daniel and Jennifer’s Story
Key Concerns
Daniel and Jennifer are a high-achieving, dual-income couple in their late 40s, juggling demanding careers and raising two middle schoolers.
- Jennifer, a sales executive at a Fortune 500 healthcare firm, has successfully managed the family’s finances but struggles to focus on long-term planning due to increasing work and family responsibilities.
- Daniel, a senior manager at a Fortune 500 technology company, is considering leaving his job to turn his side business into a full-time consulting career, seeking more flexibility as Jennifer’s career advances.
While they’re financially comfortable, they often wonder:
- Are we saving and investing in the right accounts?
- How can we optimize our income and benefits?
- What’s the best way to plan for our children’s college education?
The complexity of their income sources has led to some financial stress, especially as they navigate career transitions and future planning. They’re looking for a trusted advisor to provide clarity and help them make confident financial decisions.
How Granite Wealth Helps
At Granite Wealth Partners, we help busy professionals like Daniel and Jennifer grow their wealth while simplifying their financial lives.
- Strategic Financial Planning: Jennifer appreciates having expert guidance beyond the sales-driven, product-focused approach of larger firms, allowing her to focus on her career without worrying about long-term financial planning.
- Career Transition Support: Daniel values our consultative approach, helping him plan his shift to full-time self-employment while managing their family’s evolving financial needs.
- Tax & Benefit Optimization: We ensure they’re making the most of their corporate benefits and structuring their finances in a way that supports their future goals.
By working with Granite Wealth Partners, Daniel and Jennifer gain more than just financial advice—they gain peace of mind, reduced financial stress, and a clear path forward for their family’s future.
Are You a Corporate Employee Looking to Maximize Your Workplace Benefits?
Let Granite Wealth Partners help you optimize your benefits and create a customized strategy tailored to your financial goals.
