After 19 years of marriage, Christina and her husband were divorcing. She handled the family budget and personal finances, while her husband dealt with the tax and investment matters.
Christina needed a financial team of her own to carefully review the family’s assets, tax returns, and settlement agreement with her ex-husband. She recently took a salary cut to join a promising new start-up and was interested in generating an income stream from her investment portfolio.
Maintaining a separate household on a single salary was a concern and Christina wanted a financial planning projection to see what was now possible. Christina would also need a new will, living trust, medical directives, insurance policies, and an investment strategy.
She wanted a wealth advisor that she could collaborate with to create her new plan and trust that they would execute it.
CASE STUDIES PRESENTED ARE HYPOTHETICAL AND FOR ILLUSTRATIVE PURPOSES ONLY.
PLEASE SEE DISCLOSURES PAGE FOR ADDITIONAL INFORMATION.