Elaine came to PFPG seeking guidance in the midst of a divorce. Not accustomed to handling investment matters, she needed expert
advice about how to allocate the various holdings she received in her settlement, which included a variety of stocks, bonds, and mutual funds held at several companies in both
retirement and non-retirement accounts. Since she wasn't currently employed and was close to retirement age, she wanted reassurance that her invested assets and her upcoming
Social Security benefits would suffice to meet her needs comfortably.
She and her advisor worked together to create a spending plan that was sustainable. Also, her estate plan needed to be adapted to reflect her new situation.
Elaine appreciated her advisor's willingness to offer support through an uncertain time, and his ability to explain personal financial issues simply and straightforwardly
without jargon. She also valued his ongoing expert advice about keeping her investments "on track."