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🏡 Real-Life Financial Planning Case Study | Married Couple With Kids
In this video, I walk you through a real financial planning case study using RightCapital financial planning software.
We’ll look at a married couple, ages 40 and 37, with two children. Together, we build their:
✅ Net Worth Statement
✅ Cash Flow Analysis
✅ Financial Goals & Priorities
✅ Step-by-Step Financial Plan
This is the exact process I use with clients to help them understand where they are today, where they want to go, and what steps they need to take to get there.
📊 Whether you’re working on budgeting, investing, retirement planning, or just trying to get organized, seeing a real case study like this can help you understand how financial planning works in the real world.
🔑 Topics Covered in This Video:
Building a family’s net worth statement
Creating a household cash flow statement
Prioritizing financial goals as a couple with kids
Using RightCapital financial planning software
Budgeting, debt, savings, and investing strategies
How to create a realistic financial plan
Step-by-step personal finance guidance
💬 Question for You: If you could wave a magic wand and solve ONE money problem in your life, what would it be? Comment below — I’d love to hear it.
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