Category: Case study

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…

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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…

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The Entrepreneurial Leap – Corporate Executive Turned Entrepreneur • Age 46 • $1.6M in Assets

The Weight She Carried After over 20 years of climbing the corporate ladder, Jessica was ready to launch…

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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…

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