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…

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…

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…

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…