THE SITUATION

Our clients, Tom and Sharon Mansfield, are both successful executives who had grown tired of living in the “rat race” but were not sure what they could do about it. Their jobs allowed them to work from anywhere, but living somewhere outside of the United States seemed like a long shot. They were concerned that their three school-aged children would struggle to finish their education in another country. 

THE SOLUTION

During one of the quarterly client meetings with Tom and Sharon, Scott Cohen and the CD Wealth Management team could sense their unhappiness and began a process of discovery about how to achieve their dream of living in a “tiny European village.” Scott helped them look at the the overall health of their financial landscape and showed them that not only could they afford to live in a European country, they could thrive there and still be connected to life in the United States. Together they created a plan to make sure that their three school-aged children would complete their elementary and secondary education from an English language school and created a strategic plan for their future college education. Scott and the CD Wealth Management team also helped Tom and Sharon plan for regular extended visits to the United States to help them maintain their relationships with friends and family.

For Tom and Sharon, their decades-long partnership with the CD Wealth Management team has helped them achieve the freedom to live their dreams and plan for their children’s success.

Tom and Sharon are real clients and their story is true. We have changed their names to protect their privacy.