The Jones Case Study
Mr. Jones & Mrs. Jones
- App Developer

Combined Income - $350k
Net Worth - $500k
Wealth Management Interest - Investment Management / Retirement / Education Planning

The Jones Case Study
Mr. Jones & Mrs. Jones
- App Developer

Mark (40) has been through the grind of graduate school, working his way out of debt, advancing in his career, and starting a family. He is finally getting some breathing room to assess his financial situation and map out a plan to help him and his wife, Melanie, reach their goals.

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