Petroleum Engineer
Shell Global
Jordyn Bennett is a 2017 Texas A&M graduate with a master’s in petroleum engineering. At the top of her class, Jordyn was offered an esteemed design and innovation position, for which she received a significant signing bonus.
After ridding herself of student debt, she used her earnings to fund a lavish lifestyle—ultimately leaving little to nothing for savings and investments. Just a few years in, Jordyn came to the difficult realization that she couldn’t keep up with the life she had created, and knew cutting back was the only option if she was to want anything more for the future.
Jordyn came to 11 Financial for general wealth management assistance and to create a plan to grow over time. She also showed interest in alternative investments, with hopes to build a diversified portfolio over the years.
Note: The above case study is hypothetical and does not involve an actual 11 Financial client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if 11 Financial is engaged to provide investment advisory services.
Jordyn is what we would describe as a “HENRY” client: high-earner, not rich yet. Our financial professionals created a roadmap of Jordyn’s career and life goals, being sure to include extended plans for the future. More specifically, we established a budget with specific categories to align with her short- and long-term goals, so she knows exactly where her money is going.
With Jordyn’s concerns of how her luxurious living has affected her preparation for the future, we wasted no time opening an emergency fund, a savings account, and an investments account. Furthermore, since Jordyn is a HENRY, it was important that we implement special tax minimization strategies.
Petroleum Engineer
Jordyn Bennett is a 2017 Texas A&M graduate with a master’s in petroleum engineering. At the top of her class, Jordyn was offered an esteemed design and innovation position, for which she received a significant signing bonus.
After ridding herself of student debt, she used her earnings to fund a lavish lifestyle—ultimately leaving little to nothing for savings and investments. Just a few years in, Jordyn came to the difficult realization that she couldn’t keep up with the life she had created, and knew cutting back was the only option if she was to want anything more for the future.
Jordyn came to 11 Financial for general wealth management assistance and to create a plan to grow over time. She also showed interest in alternative investments, with hopes to build a diversified portfolio over the years.
Jordyn is what we would describe as a “HENRY” client: high-earner, not rich yet. Our financial professionals created a roadmap of Jordyn’s career and life goals, being sure to include extended plans for the future. More specifically, we established a budget with specific categories to align with her short- and long-term goals, so she knows exactly where her money is going.
With Jordyn’s concerns of how her luxurious living has affected her preparation for the future, we wasted no time opening an emergency fund, a savings account, and an investments account. Furthermore, since Jordyn is a HENRY, it was important that we implement special tax minimization strategies.
I have to admit—I went pretty overboard with my newfound lifestyle, free of financial worry. It feels good to know that 11 Financial doesn’t judge me for my past mistakes; their only interest is in making sure I’m financially secure for my future.
I have to admit—I went pretty overboard with my newfound lifestyle, free of financial worry. It feels good to know that 11 Financial doesn’t judge me for my past mistakes; their only interest is in making sure I’m financially secure for my future.
