Dilemma: A mid-50s married couple with an estimated gross income of $191k, Troy & Linda sought guidance to better understand their financial picture and desired the option to choose when they stop working. Despite a healthy net worth of almost $700k and minimal debt, they were unaware of insufficient retirement contributions and the need for an emergency fund.

Success! Financial Butlers helped Troy & Linda establish a new consolidated budget, which successfully unlocked $17k in annual savings by optimizing discretionary spending. These newly available funds were immediately redirected toward high-priority goals, allowing them to fund their emergency savings within one year, double their retirement contributions, and increase spend towards their kids’ college costs and travel.