The following client scenarios are not specific to actual events and are not indicative of all client experiences. These examples are used to illustrate how an advisor at Achieva Wealth Advisors can potentially assist Achieva members with a variety of investment-related needs. Your results may differ substantially. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Six months ago, Elaine lost her husband of 39 years. She was at a loss because her husband had managed most of the family finances. At her children’s urging, she met with Achieva Wealth Advisors, to help her ease the burden in this overwhelming situation.
Elaine’s advisor helped her examine all of her financial statements to see where she was at financially. Once the advisor was certain that Elaine had paid all of her bills and filed all necessary claims, he began to analyze her situation. He learned that she wanted to downsize from her large home into a smaller condo, be able to live comfortably and plan for potential healthcare-related expenses in the future.
Her wealth advisor began by running an income analysis to understand what Elaine would need to live on. He then put together a comprehensive financial plan that managed and protected her assets, working with her attorney to assist when needed.
Throughout the process, the advisor worked closely with Elaine to explain her options in terms she could easily understand. Once the plan was in place, Elaine – and her children – gained confidence that she should be protected financially and able to manage her future without her husband.