When Brian and Crystal first reached out to Lupin Planning Group, the world was in lock down. As professionals working in the arts community, they had been hard hit by the pandemic and felt like they had no control over their financial fate.
They had dreams of cashflow clarity, home ownership and having the financial freedom to pursue creative projects that inspired them.
With the help of their advisor, they dug into their numbers, addressed the gaps in their coverage and set out to find their first home. Within a couple of years, they were moving in and moving forward with confidence!
Bravo to you both on doing the hard work and making your dreams a reality.
We are excited to see what happens in your next act!