Financial Freedom: A Tale of Two Couples
Discover how the Sherwoods and Wetzels pursued financial freedom differently, and learn valuable lessons for your own journey to financial success.
March 17, 2025
Discover how the Sherwoods and Wetzels pursued financial freedom differently, and learn valuable lessons for your own journey to financial success.
With their kids off the payroll, Amanda and Steve realized they hadn’t planned for themselves. We helped them craft a roadmap to retirement, streamlining accounts and building habits akin to their health routines. Now, they’re thriving financially and enjoying life’s rewards.
Susan and Tom’s story reveals how even financially disciplined savers can overlook hidden tax pitfalls.
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