Proactive accounting and financial management services designed to keep you on track throughout the year and make managing your finances simple again.

"The best financial advice does not need to be complicated or expensive but it does need to be available when you can use it". - Tony Novak, MBA, MT, Certified Public Accountant

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Starting over after divorce

SAMPLE CLIENT PROFILE:

Sample client profiles are not real people but the characteristics are based on characteristics of one or more real clients for illustrative purposes.

Jane worked hard to build a successful career as a physician's assistant. Her unique relationships with physician practices had enabled her to build an income similar to some of the physicians. Her marital relationship was not as successful.

Needs:

An adviser who is sharp enough to deal with all of the complicated divorce settlement issues.

What she likes about the adviser:

Jane appreciates the adviser's ability to help her to focus on her financial priorities and let go of the other issues that clutter and otherwise entangle her in financially unproductive emotional battles. She feels that this is a significant change from her past life and the evidence is in her growing net worth.

Her concerns about the future:

Jane worries about achieving investment results that will support the lifestyle she loves. She withdrawals about 9% of her assets for living expenses, so the challenge is to keep the overall rate of return above that amount.

Strategies:

The adviser insisted on bringing down expenses in order to balance her immediate cash flow in the short term without further depleting any assets. Now Jane's lifestyle expenditures are expanding as the actual investment results have outpaced her planned expenditures. Now that she has proven herself to be financially stable, she wants to address performance problems in trust accounts that were established for her children and funded by grandparents.

Results:

Slowly but surely, each month and each year bring greater financial security. Jane feels more confident about the future and smiles when she looks back at her past insecurity. She takes some secret pleasure in commenting that her ex - who has apparently not changed his lifestyle habits - is still struggling with the financial issues that drove them apart.