Erin & Marcus – High Earners, Still Building
Who they are:
Erin (45) is a healthcare executive, and Marcus (47) is a partner at a regional law firm. They earn well into six figures and are raising two teenagers while juggling demanding careers. Retirement is still a ways off—but their financial complexity is growing.
What’s on their mind:
- “Are we doing the right things with our money?”
- “We make good money—why doesn’t it feel like we’re ahead?”
- “How should we balance paying for college, saving for retirement, and enjoying life now?”
- “We want a second home—how do we do that wisely?”
How we helped:
We stepped in as their thought partners—simplifying the complexity, organizing the chaos, and helping them prioritize where to focus. We built a flexible plan that aligned their cash flow, equity compensation, and college savings strategy while also making room for living now. We lean heavily into technology to give them access to important information, whenever they have a moment to review. We don’t meet face to face very regularly, but our touch points and checkpoints (something as simple as a text message) are high, so that we able to adjust the plan on the fly as their careers evolve and new goals emerge.
Haas Financial Group insight:
High income doesn’t eliminate uncertainty—it often creates more decision points. Erin and Marcus needed a filter and a framework so they could focus their energy on what mattered most to them and stop second-guessing every big move.
