Our client, in her early-40’s, came to us wanting to make sure her money was being properly invested. She is the main breadwinner and decision maker. She was very motivated but overwhelmed by money issues. We tackled her problems one at a time starting with getting a small inheritance properly invested and making sure the taxes from that investment are minimized.
We helped her control and reduce her debt and connected her with a good accountant. Now we are helping her navigate a divorce by answering the financial questions and recommending a divorce attorney. We have given her confidence in her financial situation so she can make decisions and move forward in her life. Despite everything she has going on, she can concentrate on her roles of being a mom and a successful business person.