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
- Brokerage Accounts
- Retirement Accounts
- Home Equity
- Car Equity
- Key Personal Belongings (larger than $5k)
- 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!