{"id":582,"date":"2024-02-13T18:27:20","date_gmt":"2024-02-13T18:27:20","guid":{"rendered":"https:\/\/growyourwealth.ca\/?p=582"},"modified":"2024-02-24T03:16:38","modified_gmt":"2024-02-24T03:16:38","slug":"case-3-millennial-executives","status":"publish","type":"post","link":"https:\/\/growyourwealth.ca\/case-3-millennial-executives\/","title":{"rendered":"Case 3: Millennial Executives"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; header_2_text_color=&#8221;#4DC5AC&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span style=\"font-weight: 400;\">Background<\/span><\/h2>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#F1C40F&#8221; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;25%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Millennial couples in executive roles within technology and accounting<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Growing family of 4 with complex stock compensation plans, hefty tax bills and a desire to build a spiritually rooted, intergenerational legacy not only for their kids but also for many future generations to come<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Previous felt \u201csold\u201d products and it was refreshing for them to meet an holistic planner<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; header_2_text_color=&#8221;#4DC5AC&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span style=\"font-weight: 400;\">Process<\/span><\/h2>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#F1C40F&#8221; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;25%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Clarified goals and gathered all the source documents from their employers, tax professionals and others.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Explained in plain English the stock compensation plans, and tax consequences based on one company being private Canadian and the other being public US.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Built a tax-optimized plan matched up to each of their specific financial goals, including proposed timelines and stock plan exercise criteria.<br \/>Created wealth accumulation projections to set a benchmark for their legacy goals.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Educated them on the fiduciary Portfolio Management options available in Canada and coordinated the selection process to find the best long-term fit.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Pre-scheduled, &#8220;no-stone-left-unturned&#8221; planning check-ins put in place 3 times a year to make continuous progress and improvements.<\/li>\n<\/ol>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; header_2_text_color=&#8221;#4DC5AC&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span style=\"font-weight: 400;\">Results<\/span><\/h2>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#F1C40F&#8221; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;25%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ol>\n<li>Simplified their complex financial lives into a 1-page plan that was easy for them to understand<\/li>\n<li>Identified and generated a $30,000 tax refund that had been missed in past year returns<\/li>\n<li>\u00a0Increased their probability of success in investing by 20% or more by reducing taxes and fees and ensuring the strategy matched their view of the world<\/li>\n<\/ol>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; header_2_text_color=&#8221;#4DC5AC&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span style=\"font-weight: 400;\">Outcome<\/span><\/h2>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#F1C40F&#8221; _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;25%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Clear, achievable timelines and plans to meet their short, medium and long-term goals.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Confidence knowing they fully understand their compensation and that every tax saving and bad debt-reducing opportunity was being taken advantage of while safeguarding and growing their assets.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Background Millennial couples in executive roles within technology and accounting Growing family of 4 with complex stock compensation plans, hefty tax bills and a desire to build a spiritually rooted, intergenerational legacy not only for their kids but also for many future generations to come Previous felt \u201csold\u201d products and it was refreshing for them [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":738,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[15,11],"tags":[10],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Case 3: Millennial Executives - Grow Your Wealth Financial Planning Ltd.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/growyourwealth.ca\/case-3-millennial-executives\/\" \/>\n<meta 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