Tara
When Tara’s mother passed, the paperwork and decision-making quickly overwhelmed her…
Tara faced significant challenges after a parent passed away. In addition to her grief, she also had to manage estate settlements, tax complexities, and financial decision-making — it all had her feeling overwhelmed and anxious.
Goals & Challenges
Tara was left to handle a mountain of paperwork and hard decisions. Money coming in that she needed to split with her siblings, estate accounts to close out, and death certificates to obtain all added to her stress.
Approach
Andrew had been Tara’s mother’s advisor, but Tara still wanted to thoroughly evaluate Andrew’s approach and expertise before entrusting him with the estate settlement process. Andrew provided clear guidance and support, helping Tara navigate the complexities involved. Throughout the engagement, Andrew maintained a consistent, hands-on approach, prioritizing accessibility and clear communication. He was available to address the client’s questions and provided explanations in a straightforward, understandable manner.
Result
After assisting with her mother’s estate settlement, Tara chose to work with Andrew to organize her own financial matters. While she was familiar with financial concepts, she sought a professional to oversee her accounts and manage them effectively. Andrew provided ongoing guidance and support, allowing Tara to focus on her personal goals as she approached retirement.
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
