FIRE Case Study

We're going to try our first case study! When we had our end-of-the-year meeting in December, this was something a lot of people wanted to try.

Hallie has generously agreed to be our first volunteer.

She'll walk us through a presentation of her financials within her comfort range: income, spending, investments, and future plans. We have a template we borrowed from the Cincinnati ChooseFI group, and we hope this will work well.

Then, the group can chime in with ideas and feedback. The idea is for this to be a positive learning experience for Hallie of course, but for the rest of us as well.

I'll assist in moderating the discussion afterwards. We're excited about this; we hope to do more in the future, but we'll need volunteers!