Medical Scientists
Chris and Stephanie’s careers in biotech were taking off. While both are brilliant scientists, they weren’t sure where best to put their growing income…
Goal
After spending 13 years in academic training with minimal income, Chris and Stephanie suddenly found themselves earning significant salaries but lacking financial expertise. They needed someone who could provide steady guidance through career changes, market volatility, and major life decisions.
Challenges
Chris and Stephanie’s scientific training taught them to be analytical and thorough, but they had limited time to dedicate to financial planning. With both partners working in biotech, their income was tied to a single volatile industry.
They were facing big moves in every aspect of life:
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Starting a family
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Buying their first home
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Managing career transitions every 3-4 years
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Making strategic investment choices
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Balancing current lifestyle with future security
They wanted reassurance they were making sound decisions without having to become financial experts themselves.
Approach
Their advisor took a methodical, educational approach that resonated with them:
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Frequent reviews over dinner to discuss progress and adjustments
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Clear explanations of investment options and strategies
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Value-aligned recommendations matching their personal goals
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Proactive guidance for major life decisions
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Integration of estate planning and family protection measures
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Strategic career transition support during job changes
Results
After 20+ years of partnership, Chris and Stephanie have achieved:
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Successful navigation of multiple career transitions
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Purchase and enjoyment of a vacation home in Maine
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Confidence during market volatility
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Protected family future through proper estate planning
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Portfolio diversification beyond the biotech sector
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Strong financial foundation for their children
