{"id":3792,"date":"2024-05-20T19:40:37","date_gmt":"2024-05-21T02:40:37","guid":{"rendered":"https:\/\/wealthchoice.com\/staging\/2629\/?p=3792"},"modified":"2024-06-07T07:54:50","modified_gmt":"2024-06-07T14:54:50","slug":"breadwinner-women-case-study","status":"publish","type":"post","link":"https:\/\/wealthchoice.com\/staging\/2629\/breadwinner-women-case-study\/","title":{"rendered":"Who We Work With: Breadwinning Women & Beyond"},"content":{"rendered":"

At WealthChoice, we generally work with clients who identify as one of the following:<\/span><\/p>\n

    \n
  1. Breadwinning women.<\/span><\/li>\n
  2. Business executives & leaders.<\/span><\/li>\n
  3. Attorneys.<\/span><\/li>\n
  4. Tech executives.<\/span><\/li>\n<\/ol>\n

    However, we also know that it can be challenging to truly envision what it\u2019s like to work with a fee-only financial planner who deeply cares about your goals, and understands the nuances of your unique financial situation.\u00a0<\/span><\/p>\n

    In this series, we\u2019ll dive into each unique client type we partner with.\u00a0<\/span><\/p>\n

    We\u2019ve created the following case studies to offer some perspective and to help you \u201ctest drive\u201d the planning process before meeting with our team.<\/span><\/p>\n

    If you ever have any questions, please don\u2019t hesitate to reach out. <\/span>You can contact our team by clicking here.<\/span><\/a><\/p>\n

    Ready? Let\u2019s dive in!<\/span><\/p>\n

    Breadwinning Women | Case Study L<\/span><\/h2>\n

    L is in her early 40s, married, and a C-suite executive at a publicly held company. Over the 15 years we’ve worked with her, she has changed industries, gotten married, had children, and relocated states while moving up into a very senior management role.<\/span><\/p>\n

    Her Need:<\/span><\/h3>\n

    L wants to eventually stop working and transition into a lower-stress job in an industry of her choosing while ensuring her family continues their current quality of life long into the future. She came to WealthChoice with a few key questions:\u00a0<\/span><\/p>\n