I’m Making A Lot of Money Now—How Do I Prioritize?

I’m Making A Lot of Money Now—How Do I Prioritize?

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 his 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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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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