A Client’s Story: Creating a financially secure path through major life transitions
A recent widow was overwhelmed with financial details following her husband's death. It was late 2007—financial uncertainty was in the air, and she had more debt than she felt comfortable with. She had two properties
A Client’s Story: Downsizing in a tough real estate market
A retired couple expressed their desire to downsize and relocate to a residential retirement community. They had located a community they liked very much. However, their existing residence would need to be sold in a
A Client’s Story: Easing Housing Transitions—Evaluating a Continuing Care Retirement Community
A long-time client was dealing with the demands of managing her chronic health condition. She steadfastly maintained her independence, but increasingly wanted to lighten the burden of maintaining a household, attending to meal preparation, and
A Client’s Story: An Executive’s abrupt termination and successful transition
An executive in a public company was surprised one Monday morning with a request for his resignation. Caught off guard, one of his first calls was to us. Knowing the stakes involved, we immediately referred
A Client’s Story: Creating a financially secure path for future generations
A widow with an estate in excess of $3 million sought our assistance to organize and simplify her affairs. Her financial assets, spread among more than fifty individual stocks and concentrated in just a few,
A Client’s Story: Creating a financially secure path for retirement
A female head of a high profile Nashville institution was keenly aware of the importance of timing in leadership change. It was important to her that the institution, whose profile she raised, transition smoothly. She