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Case Study – David

David was recently promoted earlier this year as Director of Engineering for a very large oil and gas exploration firm in Farmington, NM. His salary is $150,000 per year plus substantial bonus opportunities and equity share of the firm. Tiffany is a graduate of an East Coast liberal arts college specializing in health care issues. She has worked as a consultant and now she is a full-time mom. They are devoted to their family and live well within their means. They have accumulated a substantial balance in their checking account. As a family they enjoy camping in the mountains in Southwest Colorado.

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