Tag Archives: Case Study

Case Study: Charles and Maxine – Nearing Retirement

Ready to retire soon, but do they have enough? How did they go about hiring Accountable Financial Planning LLC? After discussing their unique situation and goals with Andy Kerns, CFP ® during a free initial consultation, it was agreed that a one-year retainer service agreement with Accountable Financial Planning LLC would provide them with the […]

Read more

Case Study: Laura – Just Getting Started

What to do when you have lots of debt and are just getting started? How did Laura go about hiring Accountable Financial Planning LLC? After discussing her unique situation and goals with Andy Kerns, CFP ® during a free initial consultation, it was agreed that an hourly service agreement with Accountable Financial Planning LLC would […]

Read more

Case Study: David and Heather – Married with a Growing Family

How to navigate financial decisions while balancing expenses of a growing family with saving for the future? How did they go about hiring Accountable Financial Planning LLC? After discussing their unique situation and goals with Andy Kerns, CFP ® during a free initial consultation, it was agreed that a one-year retainer service agreement with Accountable […]

Read more