Protecting herself during divorce
Taking back control over her finances
At LourdMurray Delphi, 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 sophisticated 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.