+ Created a selling strategy for Monica’s stock
+ Established a buying budget for a house they could comfortably afford
+ Projected costs for children including college expenses
+ Determined they both could comfortably retire at age 60, even with Monica not working, and can accelerate this age to 55 for both of them, if Monica does eventually decide to go back to work
+ Established trusts to protect their wealth for Stephen and their future grandchildren from estate taxes and other financial pitfalls.