Catching Up to FI Case Study: The Real Numbers That Told Her She Could Quit her Job, Now! | Lisa B | 161
We ❤️ Case Studies! Nurse practitioner and mom of three, Lisa, opens up and shares what's in her wallet, and her heart. In this episode we dive into her fascinating late-starter story and financials. She was also this year's brave Case Study at the EconoMe conference and revealed all her numbers in front of a live audience to get crowd-sourced feedback in real time. What transpired afterwards was powerful- she quit her day job and handed in her clinical badge to enjoy a sabbatical she had been longing for! With a little help from some Boldin financial modeling and a Nectarine hourly planner, she made the leap and takes us through exactly how she did it.
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⏬ Catching Up to FI version of Case Study Template (Download and save a copy)
The Advisor Lisa used at Nectarine (John O'Callaghan, CFP®). Book your own session using this Nectarine Affilate Link: https://hellonectarine.com/r/cutfi.
Fioneers 'Coast With Confidence' Course
https://thefioneers.com/coast-with-confidence-waitlist/
⏰ ‘Catching Up to FI’ Episodes
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The Godfather of FI Talks Fatherhood | JL Collins | 149
Vote Your Money: Values Aligned Investing | Janine Firpo | 139
$1M Debt!: "One Dollar at a Time" | Naseema McElroy | 014
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