Balancing business growth with family goals.
The Johnsons were experiencing healthy revenue growth in their dealership but felt their personal savings weren't keeping pace with their increasing income. They were concerned about maximizing their savings potential while effectively reinvesting in the business, particularly in areas like floor plan financing and service department improvements, creating a conflict between business needs and family financial security.
By employing the MPS (Marginal Propensity to Save) calculator, their advisor identified that the Johnsons' MPS was lower than expected given their income level. Focusing on increasing their MPS by just 15% through optimizing their F&I income strategy and implementing more efficient inventory management within the dealership allowed them to unlock an additional $65,000 in savings annually, without hindering dealership growth.
The MPS calculator was used to analyze historical income and savings data. This data was then correlated with dealership financial reports to identify areas where income could be optimized and savings increased.
$65,000 in increased annual savings, leading to significant growth in retirement and college savings accounts, plus increased business investment capacity.
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