Proven lead generation strategies and case studies for RIAs. Explore tools, calculators, and campaigns that consistently attract high-net-worth prospects.
The Johnsons, a high-earning couple with three children, are facing the common challenge of funding both college and retirement. With significant retirement savings already accumulated in their 403(b)s, they need a clear picture of their projected retirement income to determine if they are on track.
This case study explores how the Johnsons, a high-earning couple with three children, can responsibly finance their dream home while simultaneously planning for college and retirement. We'll analyze their current financial situation and leverage the Home Loan Calculator to determine a manageable mortgage amount.