The executive who stopped losing sleep over “what if” scenarios

Case study

The executive who stopped losing sleep over “what if” scenarios

Sarah is a 40-year-old attorney. She recently moved across the country for a new job at a prestigious law firm. It came with a hefty equity package, but the upheaval left her rattled and questioning every financial decision.

The Challenge

Sarah was a self-proclaimed “nervous nelly,” overwhelmed by her finances — stock options, scattered retirement accounts, and a new mortgage. The cross-country move and job switch fueled her anxiety about losing control.

Sarah wanted to secure her family’s future, reduce tax burdens, and ensure her career transition didn’t derail her goal of financial freedom by 55.

The Intro

Sarah discovered Clearfront Advisory through a colleague’s referral, who raved about their webinar on equity compensation. Intrigued by their straightforward approach, she scheduled a 7-minute fit call with Kevin Curley, Clearfront’s founder.

Clearfront’s Approach

In a detailed discovery meeting, Kevin dug into Sarah’s financial picture and her long list of “what-ifs.” Using Clearfront’s ClearVision™ process, he built a tailored plan that included:

Consolidating Accounts: Streamlined Sarah’s scattered retirement accounts for easier management
De-Risking Investments: Diversified her equity-heavy portfolio (ClearHorizons) to help reduce risk and lower investment costs
Tax and Estate Planning: Coordinated with her estate attorney (ClearLegacy) and used ClearCut strategies like tax-loss harvesting to cut liabilities. Kevin’s calm, methodical style reassured Sarah, transforming her anxiety into actionable steps

Now Sarah feels in control

Now, Sarah has a simplified financial plan, reduced taxes, and confidence in her path to financial freedom. Sarah now feels in control, focusing on her career and family without the “what-ifs” looming.

With Clearfront’s ongoing guidance, Sarah’s thriving in Austin, knowing her finances are set up for success.

Want your own “personal CFO”?

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Client case studies are hypothetical, for illustrative purposes only and should not be construed as a recommendation. It may not be representative of your experience.