A featured CASE STUDY
Top Producing Real Estate Professional
Primary Goal
To become an organized, money savvy entrepreneur
on track to reach her financial goals.
The Background
Nora transitioned to her second career as a real estate professional 16 years ago. After buying her first home herself, she fell in love with the idea of helping others achieve homeownership and finally took the risk of starting her own business. Nora has since established herself as the go-to local resource when it comes to lake front property. Along with the countless hours she poured into mastering her craft came a highly successful income to provide for her family. Although she certainly doesn’t have trouble making ends meet, in the back of her mind she knows that there is a better way to manage her personal income. What’s more, she has lived through various real estate market cycles and wants to be better prepared the next time the market pulls back.
The Challenges
- Better understanding her personal cash flow
- Ensuring her assets are well diversified
- Implementing a system to manage her net
worth on an ongoing basis
- Evaluating strategies for tax efficiency
- Planning for the future
The Conclusion
After scheduling an insight meeting, Nora started the financial planning process with Quantum’s team of professionals. They began by organizing her financial life which involved collecting her data and repositioning the information in a way that made sense to her. Once Nora and her team fully understood her current situation, the Quantum professionals then optimized certain aspects of her financial plan in the order of greatest importance. With her financial affairs well-organized and updated, she then partnered with Quantum to build a system for keeping her plan on track for the years to come. Knowing this comprehensive approach to financial management included regular check-ins with her team helped her breathe a big sigh of relief.
- The planning process helped her get organized
- Her financial plan was implemented with cutting edge technology
- She had the opportunity to partner with a comprehensive financial planning team
- Her planners helped her optimize her financial situation
- She was able to clarify and better define her goals
Nora now receives either a custom report or an update every month from her Personal CFO Team that analyzes a different area of her financial life. Sometimes the result is a congratulations on her success, and other times it prompts a meeting to discuss potential changes to her plan. Either way, Nora is confident she is in control of her financial future and she can now make informed decisions that will help achieve her goals. She prides herself on using cutting edge technology with her real estate clients, and is now implementing equally advanced technology in her own finances. Along with her new set of tech tools and her comprehensive plan, she has a team guiding her through the details as life continues to change.
- Clarity in her personal finances
- Continued access to her comprehensive financial planning team as new questions arise
- Peace of mind knowing she is making money savvy decisions
- Regular planning sessions to monitor her path to success
Summary
When Nora started Quantum’s planning process, she was a successful real estate professional but lacked the time, expertise, and tools needed to optimize her financial life. Now partnered with her Quantum financial planning team for the long run, Nora rests easy knowing that she is in control and can be just as successful with her personal finances as she is at getting a deal signed around.
