Together Mary and I talked about
what was important to her. We chatted about the mother she aspired to be for her grown children and the type of grand- mother she wanted to become in the years ahead. We reviewed what her expenses looked like as a newly independent wom- an, and both what her current income entailed with her existing job and how her income might change if she did indeed make the career switch that she had been contemplating for years. We reviewed the savings and investment strategies that Mary had followed for years as well as the money that transferred to her as a result of the divorce. We talked extensively about Mary’s desire to make strategic financial decisions and not be a financial burden to her family as she aged if her health deteriorated. We discussed downsizing, relocating, and I gave her information and advice on both what long-term care insur- ance was and whether it made sense for her, given her specific financial situation.
After developing a financial plan and
new investment strategy for Mary, I asked if she had any questions. With tears in her eyes, Mary shook her head “No." As the tears began streaming down her cheeks, Mary reached out, touched my arm, and whispered, “Thank you, Caroline. You re- ally listened to me. I am so hopeful.”
You, too, can be hopeful. You, too, can obtain peace of mind. If you’re ready to answer the question, “Am I going to be okay?” financially, I am here for you. Resolve to make 2020 your year to obtain focus and clarity on your finances.
Caroline Wetzel is one of Natural Nutmeg’s 2019 and 2018 10Best Winners for Business/Life Coach. Caro- line is a Certified Financial PlannerTM
(CFP®) and Vice
President, Private Wealth Advisor with Procyon Private Wealth Partners, LLC. Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (collectively “Procyon Partners”) are registered investment advisors with the U.S. Securities and Exchange Commis- sion (“SEC”). This article is provided for informational purposes only and for the intended recipient[s] only. This article may also include opinions and forward- looking statements which may not come to pass. Information is at a point in time and subject to change. Procyon Partners does not provide tax or legal advice. See ad on page 24.
16 Natural Nutmeg - January/February 2020
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