Frank and Julie Edmond Case Study Today is January 1, 2019. Frank and Julie Edmond have come to you, a financial planner, for help in developing a plan to accomplish their financial goals. From your initial meeting together, you have gathered the following information. Personal Background and Information Julie Edmond, MD (Age 47) Julie is an executive at Highlands Hospital, a closely held corporation. Her current annual salary is $250,000, and she expects annual increases of approximately 3%.