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Married with Children

Meet Nate & Stephanie

Meet Nate & Stephanie

  • Nate is 42 years old
  • Stephanie is 40 years old
  • 2 Children – Sierra 8, and Crystal 6
  • Nate works at JP Morgan Chase
  • Stephanie is a teacher in the Pickerington Local School District
  • Gross Income $175,000
  • Total Debt without Mortgage $28,000
  • $5,000 in savings
  • $50,000 in retirement accounts

Their Goals

Our Process

Retire at age 65 with $9,000/month

Our History

 Kids College

Our Values

Pay Off Debts

Our Process

Travel & Home Improvement funds

Our History

Pay for Weddings

Their Plan

Our Process

Contribute $550 per month to a 529 plan for Sierra

Our History

Contribute $600 per month to a 529 plan for Crystal

Our Values

Invest $1,000 per month to an after tax investment

Our Process

Contribute $500 per month to a Roth IRA

Our History

Contribute up to the match to Nate’s employers’ retirement plan

Our Values

Contribute $300 per pay into Stephanie’s 403B

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