Colin & Erik Case Study

Financial wellness recipe:

Financial Coaching & FinancialTherapy

Financial Planning

Financial Education

*The amount of each ingredient is customized to each person's specific situation.

Both Colin and Erik work for software companies.

Colin and Erik reached out when Colin’s stock options suddenly shot up in value and were suddenly worth a life-changing amount of money.

With this windfall, new possibilities opened up, and also new tensions.

Prior to this, their incomes were roughly equal, but with the influx of Colin’s stock options and additional grants vesting in the next few years, they started to argue over money. The windfall wasn’t the panacea they had always imagined. 

Once Colin and Erik were able to understand the root causes of their financial conflicts, they were able to get on the same page. This opened up space for constructive discussions about the future, and how to make the most of the possibilities that have been opened up by Colin’s shares to fund a life that is purpose-filled for both of them.

A couple of years after we started working together, Erik made the decision to leave his workplace, to work for a new company whose mission and company culture is very aligned with Erik’s values and where he will be able to put his skills to good use. As a result of the planning work we have done, both he and Colin are confident and comfortable that he can afford to take on this meaningful work without jeopardizing their future security, or lifestyle.

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