In continuation of 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. After consolidating multiple real estate properties, mortgages, investments, and other financial considerations, together they analyze Dr. Frey’s annual cash flow to more accurately understand his family’s financial habits. This will help make accurate projections that will define the most efficient path Dr. Frey needs to take as he continues his journey toward financial freedom.

See our Recommended Financial Planning Listing