Suzanne is married with four young kids. Both her and her partner have full-time careers.
Suzanne wanted to come up with a plan to organize her finances, which were siloed and spread out, making it difficult to track her financial status.
She was also interested in addressing three specific areas in her financial life: 1) financial planning, 2) taxes and accounting, and 3) estate planning, preferably with the help of a financial planner.
If she could find someone to partner with her in the process of organizing, managing, and determining a course of action for her finances, she would have more peace of mind.
Suzanne’s biggest challenges were that:
Suzanne decided she wanted to work with a financial planner to help her achieve her financial goals. She felt that a qualified professional could help her navigate next steps to creating the financial future she was looking to create.
Once Suzanne started working with a financial planner, she was able to centralize her assets and begin planning for her children’s schooling, as well as for retirement.
Overall, Suzanne feels like a weight has lifted off her shoulders. She has more peace of mind around her financial well-being.
Note: The above case study is hypothetical and does not involve an actual Milestone client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Milestone is engaged to provide investment advisory services.