In this case study, we follow reconstructive plastic surgeon, Dr. Jordan Frey as he transitions from a DIY approach to comprehensive, data-driven financial planning process guided by a personal CFP® professional, Enpo Tu. With multiple real estate properties, mortgages, investments, and other financial considerations, together they explore Dr. Frey’s current and projected net worth, cash flow, real estate values, tax considerations, retirement and other scenario planning to even more accurately identify opportunities to help him have future informed decisions on his journey toward financial freedom.

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