Serving as a financial guide through Jane’s divorce

Beyond the emotional strain, Jane’s divorce presented some financial and logistical challenges, as well. She had been a stay-at-home mother for over 15 years, and faced the challenge of re-entering the workforce. She also received a settlement, and wanted to make sure her assets were appropriately managed so she could ensure her children and their educations would be taken care of.

Our team worked hand in hand with Jane through each step of her transition, knowing that our moral support was just as important as our financial guidance. Utilizing our thorough and personalized financial planning approach, we were able to help her plan for each of her long-term goals and put the appropriate budget in place to help ensure she met each one.

This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.