Our client was extremely anxious after making the decision to divorce her husband of 24 years. The kids were out of the house, and out of college, when she knew it was time to move on. She had enjoyed living in the large luxury home, but the thought of having to pay for the upkeep of the house as well as the expense of a large German luxury sedan, kept her awake at night. After six months of stressful living in the house alone, she was referred to us by a friend. Our initial discussions centered on what was most important to her, and where and how she wanted to live.
Like most people in the middle of a life transition, our client was so deep in her emotions of the transition, she had not realistically thought about what she wanted. For years, she ran the household and helped the kids without stopping to consider what was most important to her. After several discovery meetings, our team helped clarify what was the most important and what steps should be taken to make that her reality.
Today, our client is in her new home, driving a new, smaller German sedan, spending time doing the charitable work she values so highly. With our fresh approach to how she spends her time and money, she is able to visit her kids and travel on fun vacations. She is confident in her future, and confident that she has enough resources to take care of herself, as well as leave a legacy to her kids.