After dealing with the grief of losing her husband, Alice saw harsh reality staring her in the face. Still raw with heartache, daily life and plans for the future were unavoidable. She had to find a way to keep the home she’d shared with her husband, but didn’t know who she could turn to.
Recently widowed, Alice worried she’d be forced to return to work to keep her home.
She also feared what would happen when she passed, and whether her children would be prepared for their inheritance.
She knew she needed support managing her finances, but she’d been through several financial planners in her life, and been disappointed.
She didn’t want someone who would just tell her when her portfolio was up 4%. She wanted someone who also understood disaster. She needed assistance through time when support seemed nowhere to be found.
On our first call I asked her deeply about her current situation and listened to her answers intently so I could understand where she was standing and how I could help her.
I could see many of her past financial planners had made little effort and she was really in need of someone who’d provide proper advice and take care of her assets as if they were their own. She made her decision and we started working together.
If Alice hadn’t found me, she would have just signed up with a corporate asset management firm and called it a day.
But now, she knows that she can not only trust me with her money but also talk to me about anything as a friend and confidant.
Note: The Above Case Study Is Hypothetical And Does Not Involve An Actual Snowpine Wealth Client. No Portion Of The Content Should Be Construed By A Client Or Prospective Client As A Guarantee That He/She Will Experience The Same Or Certain Level Of Results Or Satisfaction If Snowpine Wealth Is Engaged To Provide Wealth Management Or Investment Advisory Services.