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Needs to feel comfortable with her new advisor, she needs a bit of hand-holding.

Maggie (60) is recently widowed. Her husband was a dedicated and well-loved surgeon and his death was sudden and unexpected. They have 3 children and 5 grandchildren all of whom live within the area. Maggie never handled any of their financial affairs, she was busy being a mom and grandma and has also spent a great deal of time working on local charitable causes. After her husband died, Maggie met with the financial advisor her husband had been working with. She felt confused, uncomfortable, and realized quickly that she would need to find someone new.

Pain points:

  • She needs to feel comfortable with her new advisor, she needs a bit of hand-holding.
  • Needs help to unravel all of her finances. So many accounts, so many numbers, but what does it all mean? She needs a cohesive plan.
  • She is afraid of spending too much money, and not having enough to last her lifetime.
  • She wants to make sure her children are left money as well as her grandchildren.
  • She isn’t sure about SSI, Medicare, or life insurance. She needs an advisor that will help her with everything.
  • She needs a plan that she can easily understand that sets a course forward.