Meet Ms. S.

Ms. S, age 47, is the single mother of three children, ages 16, 19, and 23. Her divorce settlement was recently finalized, and she now faces the need to transition to a full-time career.

On top of that, the task of managing the family finances and investments is now in her hands and causing stress. Ms. S does not have the expertise to know what financial decisions will best serve her and her children. What’s more, her personal time is precious, and her main focus is on her own and her children’s well-being. Ms. S would like to find a professional with the knowledge and experience to guide her in managing her new financial reality.