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Featured wealth-management case study

Rainier Wealth Partners

End-to-End Household Wealth Planning Engagement

A fictional high-net-worth client engagement built to demonstrate how planning analysis becomes a coordinated, client-ready implementation system.

Editorial collage representing household wealth planning

✦ Problem or opportunity

Bring structure to complexity.

A complex household can have strong income, multiple account types, competing goals, estate considerations, and no single view of what must happen next. The opportunity was to connect recommendations, account structure, communication, and monitoring into one coherent engagement.

✦ Role and approach

Think across the full system.

I designed the fictional client scenario, planning logic, implementation sequence, operating materials, and client-facing communication. The approach treats planning as a lifecycle—not a one-time report—and keeps the household’s priorities visible throughout every decision.

✦ Process

From insight to implementation.

  1. 01

    Discovery and household profile

    Organized people, priorities, balance-sheet data, cash flow, accounts, risks, and open questions into a structured household view.

  2. 02

    Financial planning analysis

    Modeled retirement, savings, liquidity, education, tax assumptions, and competing goals to identify gaps and tradeoffs.

  3. 03

    Recommendation development

    Translated analysis into sequenced recommendations with clear rationale, dependencies, and decision points.

  4. 04

    Client presentation

    Built a visual narrative that separates what matters now, what comes next, and what will be monitored over time.

  5. 05

    Account structure and implementation

    Mapped existing and proposed accounts, transitions, ownership, funding sources, and operational handoffs.

  6. 06

    Client communication

    Created recap language, action items, responsibilities, and follow-up materials designed to reduce ambiguity.

  7. 07

    Monitoring and ongoing review

    Designed a repeatable review framework for progress, portfolio signals, plan changes, and outstanding implementation work.

✦ Selected deliverables

Built to be used.

Open two working documents below. The layout also reserves space for dashboard screenshots, model views, presentation pages, and additional downloadable artifacts.

  • Household Client Profile
  • Financial Planning Model
  • Account Transition Map
  • Recommendation Brief
  • Power BI Monitoring Dashboard
  • Client Presentation
  • Implementation Tracker
  • Client Recap and Action Items
Preview of the Rainier household financial profileOpen household profile ↗Preview of the Rainier household planning briefOpen planning brief ↗

✦ Key decisions

What shaped the work

  • Use a fictional household to demonstrate the complete advisory lifecycle without implying public financial advice.
  • Separate analytical outputs from the client narrative so each can serve its audience clearly.
  • Sequence actions by urgency, dependency, and client effort—not just topic.
  • Treat implementation and monitoring as part of the advice experience.

✦ Tools used

ExcelPower BIPowerPointFinancial planning logicProcess mappingClient communications

✦ Final outcome

A connected portfolio case that demonstrates the strategic, analytical, operational, and communication work required to move a household from fragmented information to an actionable ongoing plan.

Skills demonstratedPlanning analysisImplementation designData visualizationClient communicationOperational execution

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