A client came to see me right after being told by her specialist nothing more could be done medically, it was only a matter of time.
Even though it was our first meeting we were both in tears!
She muttered “I hope you can help. I’ve been told by other planners there’s nothing to be done in my situation”. They were wrong, there was plenty that could be done!
After listening to her, it was clear she needed emotional security and stability for herself. Plus she also wanted to make sure her adult kids would be looked after financially when she was no longer around.
By thinking outside the square both of her ideal outcomes were possible, we simply had to put the right strategy in place to make it possible. Today the first phase of her strategy is underway, we’re making sure she’s going to be fine financially; new investments will help achieve her goals. And in a week or two she’s buying herself a home.
She left the office today with a huge smile on her face and renewed hope for the future.