Sarah
Case Study 01 : Age 48
Rebuilding After Divorce
Primary Goals:
Rebuild financial confidence post-divorce, Align investments with new goals, Create a retirement plan as a single individual
After a 20-year marriage, Sarah, 48, went through a divorce. She received part of her ex-husband’s retirement accounts and the family home but felt overwhelmed managing finances alone. Her biggest question: “Am I going to be okay on my own?”
The Challenge
Sarah faced difficult choices:
- Should she keep or sell the house?
- How should she invest her share of retirement accounts?
- How to balance college support for her teens with her own retirement goals?
- Could she still retire when she once planned?
The Approach
We helped Sarah move forward with clarity:
- Evaluated the financial sustainability of keeping the house
- Built an investment plan tailored to her new life stage
- Created retirement projections with multiple scenarios
- Balanced college support with protecting her future
- Updated estate plan and beneficiaries
The Results
Sarah now feels empowered and independent. She knows she can provide for her children and still achieve her retirement goals. With her plan in place, she has peace of mind that her future is firmly under her control.
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