Financial Management


Suzanne is married with four young kids. Both her and her partner have full-time careers.


Suzanne wanted to come up with a plan to organize her finances, which were siloed and spread out, making it difficult to track her financial status.

She was also interested in addressing three specific areas in her financial life: 1) financial planning, 2) taxes and accounting, and 3) estate planning, preferably with the help of a financial planner.

If she could find someone to partner with her in the process of organizing, managing, and determining a course of action for her finances, she would have more peace of mind.


Suzanne’s biggest challenges were that:

  • She didn’t have the time or bandwidth to focus on her personal life. Any time left over was dedicated to her family.
  • This meant that she couldn’t give her financial life the attention she felt it deserved.
  • Additionally, although she’d been able to accumulate some savings, she didn’t have a plan, and her finances were spread out across different bank accounts, investments, and other pockets, which also meant she was unsure of her current standing. Suzanne found the disorganization chaotic and felt stressed and overwhelmed at the prospect of trying to determine next steps.
  • She wasn’t sure whether she had the resources for her children’s college fund.
  • She was also concerned about retirement savings.


Suzanne decided she wanted to work with a financial planner to help her achieve her financial goals. She felt that a qualified professional could help her navigate next steps to creating the financial future she was looking to create.


Once Suzanne started working with a financial planner, she was able to centralize her assets and begin planning for her children’s schooling, as well as for retirement.

Overall, Suzanne feels like a weight has lifted off her shoulders. She has more peace of mind around her financial well-being.


Note: The above case study is hypothetical and does not involve an actual Milestone client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Milestone is engaged to provide investment advisory services.