Case Study: Starting as a Client

In our last case study post, Josh and Sarah Ackerman had their initial consultation with me and decided to sign on with NewLeaf Financial Guidance. Now, they’re ready for their first-ever client meeting.  

In this meeting, we’ll be talking about something that’s more important than any other aspect of Josh and Sarah’s financial plan: their goals and values.  

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Case Study: Our First Meeting

Josh and Sarah Ackerman decided it was time to get proactive about their financial planning. One of Josh’s OD friends brought up NewLeaf Financial Guidance as a solution because of our experience working with ODs and their families. They book an initial consultation, which I view as an opportunity for us to get to know one another and determine whether we’re a good fit. My goal for this initial meeting is to cover a few key questions that will help Josh and Sarah understand who I am, and what NewLeaf Financial Guidance is all about. 

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Case Study: Examining How NewLeaf Works With Clients

I’m all about shaking things up, and I want to make sure that all marketing through NewLeaf Financial Guidance is adding value to my readers. That’s why, for the next few months, I’m trying something different.  

I’m going to walk you through a case study – step by step. Each blog post in the case study will talk about the steps I take when working with a new client, the problems they’re most consistently facing, and how we solve them by working together to create unique financial solutions.  

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Building a Budget

Building a budget is the groundwork for all successful financial plans. As you move toward creating a comprehensive financial strategy, understanding your spending habits, and allocating your funds wisely is the first step in setting yourself up for long-term success.

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Forward-Thinking Tax Strategies for Next Year’s Filing Season

Tax season can be a stressful time. Getting organized, finding a trusted CPA or going the DIY route, and determining whether you’re getting a refund or need to make a payment are all overwhelming parts of the tax season process. The worst part? It can be hard to know whether you’re getting a refund or that you’ll owe money to the IRS because you’ve underpaid.

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Dealing with Financial Overwhelm

Financial overwhelm is hard. It’s when you’ve hit a point where the financial to do list is too long, you’ve made a few bad calls, and you’re not sure where to go from here. Anybody would be overwhelmed in that situation – you’re not alone! 

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Why Fee Only?

You may be considering working with a financial advisor, or you may already have an advisor who helps you with investments or insurance. But is your advisor fee-only? Working with a fee-only financial planner can make a world of difference and offer many more benefits than working with an advisor who isn’t just fee-only.

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Avoiding a Lifestyle That Hurts You

Lifestyle inflation is a serious problem for high-income earning individuals like optometrists, medical professionals, lawyers, engineers, executives, or even business owners. The tricky part is: you may not even realize you’re living beyond your means.

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Is Your Cash Flowing?

 

I’ve talked about how to construct a hub account for optimized cash flow in previous blog posts. But today I want to dive deep into not only how to get a cash flow system up and running in your life, but also the many ways it can positively impact you and your finances (both in the short and long term).

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The Impact of Debt

Debt causes a lot of damage. In my experience, this is true of all debt. The anxiety you feel when working to pay back debt is the same across the board – whether you’re looking at unpaid credit card bills or one hundred thousand dollars in undergraduate student loans.

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