Geoff’s been a loyal client for years. A sales rep for Kohler Mira by day and lead guitar for the number one Tina Turner tribute band by night, he had two immediate financial problems; an interest only mortgage that was a ticking time bomb and some debt built up through his love of buying classic guitars.
Over the years we’d helped him clear his interest only mortgage and his guitar debt, put a plan in place to take care of his future and although he had no intention to retire he’d reached the point where he could work the hours he wanted to fit in around his time touring with the band.
Then, unexpectedly in 2020, Geoff’s wife died and life changed overnight. But because of the plans we’d already put in place and the peace of mind he got from the projections shown in the LIFE CHANGES™ cashflow model, Geoff was able to resign with immediate effect and grieve, knowing that he will be financially secure and able to move forward in time.