- Insights
Case Study
Michael earns well, invests regularly, and believes he’s “doing enough.” But he has no clear
Ryan Patel is a 32-year-old software entrepreneur based in San Francisco, California. After successfully exiting
Linda Martinez is a 38-year-old human resources manager living in Denver, Colorado. She earns a
David Carter is a 45-year-old marketing consultant based in Austin, Texas. After years of running
