Case Studies

Newly Alone

Dealing with the reality of your financial situation on your own, whether as a result of a divorce or death.

Senior Housing Decisions

Beth and Bill are senior clients who are beginning to experience declining health issues. Their
children all live in other states and have begun to pressure their parents to make a move to a
retirement community close to the children. Beth and Bill are resistant to the pressure from their
children but know they need to make decisions about their future.