Jones Case Study .

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Jones Work and Family Case
You have been friends with Jim and Lisa Jones since childhood. They were teenage sweethearts who both come from large families in the town where you all grew up. Both of them have worked full time since their marriage except for a three-month maternity leave after their son Jason was born. They both had demanding jobs, but Lisa asked to take on less responsibility when her work took too much time away from their son. They want the best for their son and have found excellent childcare, which costs about $1050 per month. They want to have one or two more children, but they don’t know when that will be because having a large family like they came from seems unrealistic at this point.

Jim has hit a plateau at work. He has a stable but unexciting position making about $60,000 a year. He works about 45 hours per week and has about a 45-minute commute each-way. He adores Jason and wishes he had more time to spend with him.

Lisa has been a rising star at her work since returning from maternity leave two years ago. She works about 60 hours per week and earns $105,000 per year. She has been offered an executive position in Atlanta with a $175,000 per year salary, plus bonuses and stock options.

Jim and Lisa are struggling over what to do about her job offer. They live in a $500,000 three-bedroom house with a $3,500 per month mortgage. They also feel that things are not quite right. Although they are making a reasonable amount of money, they feel something is missing in their life. They wonder if you have any advice to give to them about what they should do.

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