This Teaching Case has been developed to assist students in introductory first year MIS courses to develop an understanding of business context, while building practical expertise in IS modeling techniques and problem solving. The case has been formulated around a small financial planning practice, in order to work in a learning environment where students may not have had any (or limited) exposure to organizational business operations. In focusing on a small organization students are able to very gradually build their knowledge of organizations in an easily understood and controlled fashion. The case is composed of self-contained vignettes/modules. While the case takes students on a journey with the establishment of the business and its growth, it is also flexible and possible to alter the selection and sequence of modules to fit a particular course outline. The case covers the breadth of entry-level MIS courses and works with typical MIS introductory textbooks.