Widowed Mother of 2
Lauren’s single priority was to set her two children up for success. But, finding an advisor who truly understood seemed impossible…
Goal
Lauren’s mission was crystal clear: to secure her children’s education and future so they would never face financial instability. She wanted an advisor who would understand this priority, even though it differed from typical financial planning approaches.
Challenges
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Prioritizing children’s needs above personal retirement
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Initial skepticism about trusting someone else with her money
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Managing and growing multiple, scattered resources
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Making financial decisions with no formal financial background
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Complications following her husband’s passing
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Ensuring her children’s educational goals would be fully funded
Approach
Her advisor demonstrated exceptional understanding and adaptability:
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Listened deeply to understand what truly mattered most to her
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Adjusted traditional financial planning models to prioritize her children’s future
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Provided patient, clear education about investment options
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Offered prompt responses to questions and concerns
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Created strategies that aligned with her goal of funding elite education
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Maintained consistent, respectful communication without judgment
Results
After years of partnership, Lauren achieved her most cherished goals:
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Both children graduated from college debt-free
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Created diversified investment portfolio
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Extended the advisor relationship to her children’s accounts
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Achieved financial independence without compromising her priorities
