For The Divorced And Those Who Are Divorcing . .

Difficult Decisions Become Easier With A Financial Plan For The Long Term

Hannah was devastated by her divorce and totally unprepared for all the financial decisions she now had to make.

While the amount of the settlement offer seemed fair, but she needed help thinking through the property settlement. Of course, she wanted the house for the stability it provided her and the kids.

Was keeping the house the right decision?

How much money did she need for running the household and to provide for her financial future?

She and her husband had always made their financial decisions together as a couple. Who could she confer with now that she was on her own?

Gaining Focus With An Advisor By Her Side

Hannah will find that by working together through our Strategic Financial Planning and Management Process things will come into focus. We start by listening to her concerns, needs and goals. Using this input we will develop a written investment and financial plan that can provide structure for decision making going forward. We will become a "thinking partner" with her.

We will help her develop a process for addressing her concerns and work with her divorce attorney and other advisors.

Desired Outcome: Becoming More Confident and Self-Assured

As we work together, she will gain confidence in her own decision-making ability. Difficult decisions will be made easier with her written investment and long-term financial plan and with the help of a financial advisor whom she can understand and trust.

Confidence in her financial future will grow,
as will her independence and self-assurance.

Call on us to see how we can make a difference in your life at 916.858.1111 or send an email to Ed.Dower@AEWealthAdvisors.com

Case studies are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these studies and how they relate to your own financial situation.