Tina was 52-years-old and scared. Divorcing her husband of 20 years and the father of her two teenage daughters was not in her life plan. But here she was staring at the proposed division of assets, liabilities, income and expenses—all numbers on a piece of paper. Up to now, Tina hadn’t handled her finances and was worried about her future.

We listened, we understood, we educated; and then, we analyzed the numbers and showed Tina a comprehensive financial plan which provided options for her future. Her waters were charted again and she was ready to confidently set sail.

Specific financial advice references provided herein are for illustrative purposes only and are not representative of decisions that have been made since the case study was published nor of decisions that would be made in the future.