The Case of Mr & Mrs ‘Are We There Yet?’ - Financial Planning Specialists

Cooper & Associates Wealth Management
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Bray
Maidenhead
Berkshire
SL6 2ED
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Wealth Management

The Case of Mr & Mrs ‘Are We There Yet?’

John & Sarah were nearly there, or so they thought. Trouble is they didn’t know where ‘there’ was!

One night John, a Senior Pilot for a major airline, was at 35,000 feet over Outer Mongolia. Out of nowhere the thought “How much longer do I have to do this!?” slipped into his mind.

Increasing pressure, tighter regulations, continued testing, and regular cut backs - it was no longer the same. The fun had gone. And now, aged 55, he was thinking ‘WHY am I still doing this?’

What he really wanted to fly was his own single engine, two seater bi-plane. That was real flying. That’s what he wanted - to buy and fly his own beauty.

He had a great pension. He’d built up some capital. He’d nearly paid off his mortgage. But what did it all mean? Was he ‘there’ yet?

He needed help. So he turned to one of our ‘numbercrunchers™’ to help make sense of it all.

Our ‘numbercruncher™’ helped John and Sarah get a fix on what they wanted, and when they wanted it - the sort of lifestyle they would enjoy.

Travel? No thanks, they’d done enough of that!

Now, their interests were flying and breeding goats on their own 30 acres.

So our ‘numbercruncher™’ crunched their number. He found they’d already arrived, provided they downscaled their house at about age 75. John could immediately give up long haul and enjoy the wind in his face at the controls of his bi-plane as he flies his friends around. And the goat population is coming along nicely too.

They continue to meet with our ‘numbercruncher™’ and so continue to manage their number to give them the life they want.

It pays to know your number!

Related stories:
	The case of Mr & Mrs ‘10 Years Younger’
	The Case of Mr & Mrs ‘Do-It-Yourself’
	The Case of ‘How Much is Enough?’
	The Case of ‘Too Much Risk’

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In this section:
	The Case of ‘Too Much Risk’
	The Case of ‘How Much is Enough?’
	The Case of Mr & Mrs ‘Do-It-Yourself’
	The case of Mr & Mrs ‘10 Years Younger’
	The Case of Mr & Mrs ‘Are We There Yet?’