Michelle is a 48-year-old divorcée with two independent adult children. With significant investable assets accumulated from an inheritance and her former marriage, Michelle is in a strong financial position at her age. However, her ex-husband had primarily handled financial matters, especially the investments. With a lack of wealth management and market knowledge, she fears she cannot make these long-term investment decisions alone.
OUR WEALTH MANAGEMENT SOLUTION
After learning about Michelle and her goals, we knew she wanted a fresh start, preferring to have experts oversee everything for her. We helped her design a wealth management plan with a moderate risk profile that considered her income projections, investment planning, and estate plan as the new head of household. Her plan included the expectation that she would collaborate at the top level and provide us a high degree of discretion in implementing and monitoring her strategy.
