INDEPENDENT WOMEN CASE STUDIES
Turn Your Financial Uncertainty into Confidence
These stories showcase how our signature process helps independent women move from worry to confidence, turning complex financial situations into clear, actionable plans that align with their values and goals.
Creating a Lasting Legacy – Successful Attorney • Age 58 • $2.4M in Assets
The Weight She Carried Patricia had achieved remarkable professional success, but as retirement approached, she felt uncertain about how to transition her wealth from growth mode to supporting the life she wanted—including significant charitable giving that mattered deeply to her….
Rebuilding After Divorce • Age 44 • $950K in Assets
The Weight She Carried After a difficult divorce, Maria found herself solely responsible for her financial future and her teenage daughter’s education. The settlement left her with substantial assets, but she felt lost navigating this new chapter alone. She felt…
The Entrepreneurial Leap – Corporate Executive Turned Entrepreneur • Age 41 • $650K in Assets
The Weight She Carried After 15 years of climbing the corporate ladder, Jessica was ready to launch her consulting firm. But the transition from a steady paycheck to entrepreneurial uncertainty kept her up at night, questioning if she was making…
High-Earning Executive • Age 48 • $1.8M in Assets
The Weight She Carried Sarah had built an impressive career in pharmaceuticals, but despite her success, she couldn’t shake the constant worry about money. Even with substantial assets, she felt like she was missing something important. She felt like she…
Disclosure
The above are hypothetical situations based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.