Case Study #4
Sarah was a 30-year old, living in Virginia, with some minor health issues. She wanted two things:
- To know that if her health deteriorated, she was financially secure, and
- To add some real estate to her portfolio so she had assets for the future.
She also wanted to make better investment decisions but didn’t know how.
The financial outcomes she wanted to achieve
Sarah wanted to be financially secure knowing that her wealth was increasing and that in the situation of her health not being as she would like it to be, she would be financially able to support herself and her future family.
How we helped
We helped Sarah reallocate her investments and begin setting up a real estate portfolio. To help her feel more secure we assisted with setting up her estate plan.
Where she is now
Sarah now has an investment portfolio that is getting better performance than before because it is more diversified. She has purchased her third rental property and her estate plan is complete, so if something happens her, her growing wealth is protected legally.
As we’ve done for Sarah, let’s make the next success story yours.
Note: Names and some material information has been removed to protect the clients’ identity. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Woodson Wealth Management is engaged to provide investment advisory services.