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Case Studies

Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family. - Kofi Annan

What should I do with my money?

What should I do with my money?
What should I do with my money?

I have an eclectic group of clients. Some of which have done well through traditional means. Others that have some not so fortunate beginnings. Although, I find great pleasure in helping all my clients, I find it extremely satisfying in helping the ones that were less fortunate and moved on to be successful.

One of my clients went through a very harsh situation. Suffice to say, she was awarded a significant amount of money. When I met her, she was living out of her car with no concept of what she was given. She was barely looking past her feet, let alone into her future.

It was through a series of conversations that it took for me to fully grasp what she wanted to do with her life. Concept of the time value of money, personal growth, and becoming something more than the circumstances given to her was something she was trying to get comfortable with.

After a few conversations, we discussed utilizing some funds for education, budgeted living, and personal goals for her future. She wanted to help her younger siblings to make sure they were advancing in their lives as well. Through careful planning, we have been able to stretch her funds beyond her current needs and grow towards her future.

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534

 

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084

 

Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598