Ready to Speak With an Advisor? Call (858) 222-8050

Sarah

46 years-old
School Administrator

Key Concerns:

protecting herself during divorce
taking back control over her finances

Like most people, Sarah wasn’t prepared for her marriage to end in divorce. While successful in her career as a school administrator, it seemed natural that her husband, a wealthy real estate investor, would manage their joint finances. But in order to ensure her needs were secured after an emotional divorce, she knew she needed to take charge of her finances and assemble her own financial team.

At Delphi Private Advisors, we take the time to listen to our clients’ stories and focus on educating them about the investment process. We also work to identify both short and long-term goals that need to be met. In many cases, the combination of salary and spousal/child support is enough to sustain a divorced client’s current lifestyle. As such, we can help them think about how their investments should be used to help see them through their lifetimes. Additionally, we can help clients like Sarah prepare for their children’s futures by creating educational funds.

Our commitment to regular communication with our clients, combined with our state-of-the-art reporting system, helps people like Sarah feel comfortable with the wealth management process. This framework also provides them with the opportunity to learn more about the investment arena. Our guidance and hands-on approach is designed to allow clients whose lives are changing to feel confident moving forward into the next chapter of their lives.

Case studies presented are hypothetical scenarios and for illustrative purposes only. Please see disclaimers page for additional information.