FIRE Case Study: Alex and Maria

This time we'll be hearing from Alex and Maria!

They'll walk us through a presentation of their financials within their comfort range: income, spending, investments, and future plans. We'll use the same template as last time.

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

I'll assist in moderating the discussion afterwards. If you'd like to volunteer for one of these in the future, let us know!