Join the dialogue on how Americans can respond financially to COVID-19.

“Mark & Stacy” live in Los Angeles with their two kids. They have $600,000 in assets and were spending just under $17,000 per month. Now they need a strategy to reduce expenses and generate liquidity using debt, savings and other assets. Download the data sheet on Mark & Stacy’s finances here.

Even though Mark & Stacy are much more affluent than the average American household, the math on how to reduce spending and generate liquidity from combinations of assets and debt has broader applicability for people of all financial circumstances. 

Let's keep the conversation going about what's working. More exercises with our standardized hypotheticals are under discussion to address the varied challenges during COVID-19. Let us know which ones you’d like to see. Email us at clientsuccessteam@heartsandwallets.com with your ideas or with questions.

I understand and agree that my responses, although confidential, may be stored and used by Hearts & Wallets for anonymized benchmarking.