CASE STUDY 3: THE TECH EMPLOYEE
9am to 9pm. Six days a week. Twenty years. John was ready for a different life — he just needed a plan.
THE SETUP
We’d been working with John for years when the IPO came and we’d already mapped every scenario. When the day arrived, we had a plan — because share price is noise if your future is already secured.
CLIENT QUOTE
“Thank you. Thank you. Thank you. I remember the first share sale — it was buttons in comparison. Feel very, very happy with where we’re at.”
THE OUTCOME
John handed in his notice. The stock is down 55% since he sold and he feels good.
A plan means you don’t need the next million. You’ve already won.