Case Studies
Every financial journey is unique. These case studies highlight just some of the diverse challenges our clients face and the tailored strategies we use to help them succeed. While the scenarios are fictional (to protect the privacy of our real clients), they represent real-life situations we address every day. Click on each case study to learn how we help individuals and families build confidence in their financial future.
Parker
Parker, a 27-year-old energy engineer, needed a plan to balance student loan repayment, build an emergency fund, and start saving for retirement while preparing for career advancement.
Alex and James
Alex and James, a couple in their early 40s with young children, wanted help managing stock options, saving for college, and optimizing their retirement plans.
Cory and Topanga
Specialized financial advice to maximize federal employee benefits, including TSP management, FEGLI, and FERS retirement planning.
Kevin and Winnie
Customized financial strategies for government contractors, focusing on contract-based income management, unplanned transitions, retirement planning, and tax optimization.
DISCLAIMER: To protect client privacy, these case studies are hypothetical examples that illustrate the types of financial planning strategies we may recommend. Every financial situation is unique, and no guarantees can be made regarding future outcomes. Please consult a licensed financial professional (like Norsu) for advice tailored to your individual needs.