Eric was in his mid-30s and had a young family. He was one year into an executive position at a publicly traded company and anticipated savings of several hundreds of thousands per year. 

This was good but very new and very scary. He didn’t even know where to start. 

Through a friend, he was referred to Claro Advisors, who invited him and his wife into the office for a discovery meeting to discuss values, desired lifestyle, and financial priorities. 

Claro delved into every area of Eric’s financial information to assess cash flow, savings goals, tax and benefits optimization, and investment position to ultimately match his finances to his desires and priorities. 

The result was a plan recommendation that involved a consolidation and simplification of his existing accounts, stated savings goals, a plan for his bonus payments and company stock vesting, all of which pointed to a five-year goal of taking a short sabbatical in Europe to pursue entrepreneurial and leisure activities. Eric and his family are now on track to make this a reality after adopting the recommendations wholeheartedly, and he and his wife continue to use Claro as a first resource for any financial question.  

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