On track to Financial Independence

Elizabeth

Elizebeth has owned a private optometry practice for about 10 years, and is very serious about her business. She believes in being innovative, stays up to date on having all the latest equipment and enjoys being on the cutting edge of her profession. However, she also wants financial independence as soon as possible.

Goal

Elizebeth has owned a private optometry practice for about 10 years, and is very serious about her business. She believes in being innovative, stays up to date on having all the latest equipment and enjoys being on the cutting edge of her profession. However, she also wants financial independence as soon as possible.

Challenges

While Elizebeth’s practice is thriving, she isn’t sure how well her finances are organized for long-term success. She would like to upgrade her car, and take vacations once in a while… but she needs to know, with complete certainty, that she’ll be okay long-term before she makes decisions to spend money. All of this is clear to her, but she’s left with one more important question: who can she trust to give her the advice she needs to reach her goals?

Approach

Elizebeth decided to work with IPWM because she knew she’d found someone who fully understood her business and mindset, and who could integrate her personal life and practice into her financial goals. The team at IPWM helped her not only place her assets into ideal investment vehicles to help her towards her goal of financial independence, but also helped her know when she could spend money on personal things with confidence.

Result

Now, Elizebeth feels she can sleep well at night knowing that regardless of what happens, her family and office will be taken care of. Her money is invested in the best places possible. And whether the market goes up or drops 25%, she’s confident that she’s following a plan, she’s investing toward her goals, and support is available to her whenever she needs it.