Building Wealth While Exploring the World
Meet Lauren, a dynamic and successful executive in the tech industry based in Nashville, TN. At just 44, she’s built an incredible career, earning over $500K annually, and through disciplined saving and investing, she has grown her liquid net worth to over $2 million!
Contrary to what one might think based on her financial habits—Lauren isn’t about spreadsheets and stock options, she’s about experiences. Lauren’s steadfast in her belief that wealth isn’t just about accumulating dollars—it’s about designing a life she loves. And for Lauren, that means traveling the world with her close friends.
A Life of Smart Financial Choices & Epic Travel
Lauren has meticulously built a financial plan that allows her to thrive in both work and life. In 2025 alone, her itinerary includes:
- Hiking the fjords of Norway
- Exploring the cherry blossoms in Kyoto, Japan
- Wine tasting in the vineyards of South Africa
- Sailing along the coast of Croatia
- Experiencing the ancient wonders of Machu Picchu, Peru
How does she do it? A plan.
The Key to Financial Freedom & Adventure
Lauren’s been saving and investing six figures annually for years, making her financial independence a reality. She’s proof that with the right strategy, you can grow wealth while enjoying life. Some key aspects of her financial success:
- Intentional Investing: She maintains a disciplined investment strategy that keeps her on track for long-term financial security.
- Balance of Growth & Enjoyment: She doesn’t just delay gratification—she builds travel and experiences into her financial plan.
- Strong Connections: Lauren is a natural connector, constantly introducing us to other professionals in her circle who value having a financial plan that works for them.
At the end of the day, Lauren’s story isn’t just about numbers—it’s about living fully while being financially confident.
Want to design a plan that lets you experience life to the fullest? Let’s make sure you know your plan.
If you or someone you’re close to is a high-achieving professional that could use help aligning their finances and establishing a financial plan, please reach out to us, we’re accepting new clients and eager to help.
–Nic
