36 year old Cassandra has been named to several “star” lists recently due to her prominent role and influencer status as a social media expert. She is really fulfilled with her career and traveling is her favorite hobby. Her main employer’s stock, benefits package and likely upcoming IPO are complicated. She has a few big decisions to make on how much IPO stock to request, wants to understand the financial implications of her influencer contracts and how to invest the cash that has been accumulating from her last liquidity event. Some of her friends use Robo-advisors, but they won’t meet her more complex planning and advice needs.
ROI of Life can partner with Cassandra through our ongoing Prosperity Planner Service and Wealth Management. No matter where her travels take her business can be done virtually with a targeted annual live strategy session. As complexities arise her personal CFO will be ready to advise on her equity, benefits and contract inquires.
All scenarios and names mentioned are hypothetical examples and have been created for educational purposes. Any resemblances are co-incidental.
The information presented should not be used as the basis for specific investment advice.