Service, Integrity, and Transparency

Client Studies


Widow

Estate Executor

Fortune 500 Executive

Medical Professional

Senior Citizen

Young Professionals

Company Founder

Young Professionals

A newly married couple contacts Spinelli FA seeking help developing a financial plan for their future.

They are both career-oriented professionals who are seeking advisement for achieving their short, medium, and long term financial goals. This includes savings for children's education, mortgage and home-buying navigation, retirement planning, student loan refinancing, and life insurance and estate guidance


The Spinelli Plan

We would set up a series of meetings to learn their goals and associated timelines. Once solidified, we would conduct a cash liquidity study based on current and expected future incomes, expenses, and savings. From there we would develop a comprehensive plan to lay out target savings, expected spending, and budgeting for each life event and time horizon. We would also build an aggregate portfolio that fits their needs.