Terri
Terri is 52, with two teenage daughters. Her passions are cooking, fitness and spending time outdoors. But when her husband told her the bad news, she suddenly found she had few options and little time. She had to find out how to stay afloat, and fast.
Problem
Terri’s marriage suddenly ended after 30 years. After three decades of being a stay-at-home mom, she felt the rug had been yanked out from under her. She worried that if she didn’t get help, she would end up penniless after the divorce.
She found me online, and booked a call. We talked about this problem and her needs and decided to start working together.
Approach
Terri was scared. As her financial mediator, I showed her the state of her accounts in black and white. Then she was able to understand with clarity where she was standing so we could set up goals and decide on next steps.
I could see Terri felt exposed and vulnerable, so I quickly got her comfortable talking about the numbers by helping her get clear on what she was dealing with. She wanted to be financially secure on her own, and I showed her exactly how that could happen.
We worked on creating a financial plan. That meant understanding risk tolerance, setting goals, building a cash flow statement and a budget. By working in tandem with divorce lawyers we got to a favorable agreement.
I assured her that whatever happened, she would get financially set up for the future.
Result
After the divorce concluded and the air settled, Terri continued to work with me.
Now whenever Terri is stuck on any finance question, she knows she can call me for an objective opinion.
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.
