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.
- Multiple investment accounts from a divorce settlement with no clear strategy
- Anxiety about being the sole financial decision-maker
- Pressure to fund daughter’s college while maintaining current lifestyle
- Uncertainty about insurance coverage and estate planning as a single parent
She felt overwhelmed by suddenly being responsible for everything. She felt that she needed someone she could trust to help her make sense of it all and feel confident about her financial future.
How Align360™ Worked for Maria
01. ORGANIZE & ALIGN
Fresh Start
We consolidated her scattered accounts and helped her envision what financial independence looked like as a single woman.
02. ANALYZE & COLLABORATE
Priority Planning
Together, we mapped out her competing priorities and created a strategy that addressed both immediate needs and long-term security.
03. RECOMMEND & IMPLEMENT
Secure Future
We implemented her investment strategy, education funding plan, and comprehensive insurance coverage for peace of mind.
The Transformation
Two years later, Maria has not only maintained her lifestyle but is thriving financially as a single woman, with her daughter’s education fully funded and her own retirement on track.
- Consolidated investments and reduced overall fees
- Fully funded daughter’s college education through 529 plan
- Grew net worth by $200K while maintaining desired lifestyle
- Established a comprehensive insurance and estate plan protection plan
The Real Result
She went from feeling scared and alone with her financial decisions to feeling empowered and confident. She now knows that she is making smart choices for both her daughter and herself, and she actually feels pretty good about her financial future for the first time in years.