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Ben, 34, and Amelia, 36, are a young couple with a newborn baby, managing high incomes, Ben earns $180,000 annually, while Amelia, currently on maternity leave, earns $160,000. They own a home valued at $1.2 million with an $820,000 mortgage and have $70,000 in cash.

Brendan, 36 is a successful technology and marketing professional. Brendan has an imminent liquidity event expected to realize approximately $5 million. Brendan earns $300,000 annually.

Ben, 34, and Amelia, 36, are a young couple with a newborn baby, managing high incomes, Ben earns $180,000 annually, while Amelia, currently on maternity leave, earns $160,000. They own a home valued at $1.2 million with an $820,000 mortgage and have $70,000 in cash.

Brendan, 36 is a successful technology and marketing professional. Brendan has an imminent liquidity event expected to realize approximately $5 million. Brendan earns $300,000 annually.

Ben, 34, and Amelia, 36, are a young couple with a newborn baby, managing high incomes, Ben earns $180,000 annually, while Amelia, currently on maternity leave, earns $160,000. They own a home valued at $1.2 million with an $820,000 mortgage and have $70,000 in cash.

Brendan, 36 is a successful technology and marketing professional. Brendan has an imminent liquidity event expected to realize approximately $5 million. Brendan earns $300,000 annually.