Approaching Big Transitions
An honest, devoted partner to help you navigate your finances
ANN'S CONCERNS
& OBJECTIVES
How does Ann get the retirement income she needs, solve her financial worries while dealing with the death of her husband?
- Was Ann financially prepared for retirement or did Ann need to go back to work?
- What does Ann need to learn about finances, that her late husband took care of?
- What does Ann do with the inheritance that she received from her parents?
ANN'S
SOLUTIONS
- A thorough discussion of Ann’s needs, concerns and aspirations was conducted. Ann’s priorities and personal values were identified.
- A financial plan was devised and clearly explained to Ann while focusing on budgeting and cash flow. A road map was presented that illustrated how Ann’s retirement plan as well as her late husband’s retirement plan would provide the retirement income that Ann needed.
- An analysis of the financial decisions that Ann’s late husband once oversaw was presented and Ann was thoroughly educated in those areas to the point where Ann felt comfortable and confident taking control of her money.
ANN'S
RESULTS
- Ann was relieved that she had the resources that would allow her to maintain her current lifestyle through her life expectancy. Ann’s worry about outliving her money was put to rest.
- Ann felt empowered from the education she received regarding the financial subjects she was never in touch with.
- Ann understood and overcame the feelings of guilt from her inheritance and was able to use her inherited money in accordance with her most cherished values.
VIEW OTHER
CLIENT SUCCESS STORIES
Your priorities and interests first,
always.
On the heels of a recent retirement, Ann's husband died. She was also in possession of an inheritance from her parents, but her situation left Ann feeling uncertain about what to do next.
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Wendy was ending her 40-year career and needed direction around retirement and whether she would have enough money when she did officially retire.