Opportunity
A long-time client had been cautious when she had to take over the family finances after her husband’s sudden death. We helped her settle his estate, plan retirement, and pay the children’s college education. As she approached a significant birthday, she was hoping to achieve a life-long dream: owning a sports car.
Solution
Our advisor noticed that she was also approaching eligibility for a widow’s benefit that would add a new source of income. Combined with the widow’s diligent saving habit and unpretentious taste, we created a road map for her to buy the car of her dreams.
Outcome
Our client was able to add luxury to her life, without compromising her future stability. Today, she is still enjoying her red convertible.
Next Steps
Learn how Greenwood Capital’s comprehensive and personal approach can help you achieve your unique wealth goals, even when dealing with grief. With proper guidance and planning, the immediate, and ongoing life goals can be attainable.
Women & Money: Taking Charge of Your Financial Future
Women face many unique financial challenges throughout their lifetime, yet today, women have never been in a better position to achieve financial security.
In our Women & Money Guide, Melissa Bane covers those unique challenges and 6 steps to take charge of your finances and ensure your financial future.
Every investor has a unique story. Your challenges and results may differ. If you would like to request a consultation meeting to discuss your situation with one of our consultants, you may request a meeting here.
This example is inspired by real client scenarios; however, personal details and specific circumstances have been altered to protect client privacy. These examples are for illustrative purposes only and should not be viewed as testimonials or endorsements of our services. Recommendations were tailored to each client’s unique circumstances based on personal information gathered at the time. Due to varying circumstances, the individuals referenced may no longer be clients. Clients are not required to implement recommendations: outcomes will vary based on individual circumstances and whether recommendations are followed.
Melissa D. Bane
CPA, CFP®, PFS®, ChFC
Senior Client Private Advisor
Callie Bradshaw
Associate Advisor
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