Case Studies – Reader Submissions

  This section is powered 100% by reader submission, directly helping  readers with problems you are facing today. If you send me a note outlining your current circumstances, I’ll see what I can do to help and provide a path towards financial freedom.  Unfortunately, due to the large number of submissions, I won’t be able to address them all, but I will try my best! 

Of all things on this website, this is my favorite thing to write about.  So thank you for the submissions!!

If you are selected for a case study, you will be contacted prior to publication to discuss any personal details you care to disclose, or keep private.  

If you would like to be considered for a case study, in your email to me, please include:

  • State and City
  • General Industry and Occupation
  • Educational Background
  • Relationship Status and Family Details
  • Income
  • Spending
  • Assets
    • Cash
    • Brokerage Accounts
    • Retirement Accounts
    • Home Equity
    • Car Equity
    • Key Personal Belongings (larger than $5k)
  • Debt
  • Long Term Goals and Priorities
  • Non-negotiables (Things you won’t change!)
  • Other pertinent details

This should be enough to get me started, but I will likely reach out for additional details.  Thank you for stopping by!

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