Carrie
“I’ve never had a financial planner before.”
Goals
- Carrie wants to understand the value of a financial planner and determine if she needs help
- Get a solid understanding of where she stands and available strategies to help her
- Find someone she could trust and partner with to help carry the burden of her personal finances.
About
- Carrie worked for a publicly-traded company for over 30 years.
- She has never needed a financial planner because she has only saved in 401(k) and company stock.
- No specific goal, just wants to maintain lifestyle.
Areas of Focus
- Understand the experience we provide as a client.
- What strategies make sense for her.
- Minimize risk since she thinks she has enough money to last.
How We Helped
1
Step 1
We learned about what was most important to her. Being single, what goals did she have?
2
Step 2
Created a Financial HEALTH Book for her. This outlined what was most important to her, how she anticipated using her money and the financial steps we would take. See a sample here.
3
Step 3
Carrie realized she needed help and it was not in her best interest to handle all the responsibility herself. She was concerned she might miss something. Our process offered her a reliable way to measure progress while she spends her time focusing on what is most important.
Related Resources
The Retirement H.E.A.L.T.H. Stress-test
Our modern financial planning process allow us to collorabate together so you can see the bigger pictures. This process was designed with you mind.
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