Case Studies

I have been doing this job for a few years now and I meet all kinds of people needing all sorts of financial advice and expertise. I can handle most situations but now and again, just when I think I have seen everything, I am presented with a set of circumstances that remind me of the importance of openness in partnerships about finances (both business and personal) and the need for re-evaluation of your financial needs when life events happen.

The following scenarios are a timely reminder of the consequences of not planning for every eventuality and not keeping track of your finances: