Sunny is 39 years old and the founder of a high growth internet marketing firm with revenues approaching $25M annually. She has 2 children and was recently divorced. Outside of business Sunny is spending time searching for a new home, enjoys Pilates, cheering on the kids at swim meets and serving on the regional abuse shelter board of directors.
Through our Prosperity Planner service Sunny can create a financial life plan outlining her priorities, risks, goals and implementation steps. Being newly single again she also has an objective advisor to brainstorm challenging decisions confidentially that understands the dynamics of being an executive single parent. Sunny is quite busy and likely to appreciate the flexibility of working virtually most of the time.
All scenarios and names mentioned are hypothetical examples and have been created for educational purposes. Any resemblances are co-incidental.
The information presented should not be used as the basis for specific investment advice.