Client story
67, sudden decisions, three accounts she'd never seen.
Before · 81With a plan · 98
5075100
A plan she can explainThe three moves
- ✓Every account in one view
- ✓Pension taken as income, not lump sum
- ✓Gifts to grandchildren written down
“For the first time I understand where everything is — and I can explain it to my children.”
After her husband died, Margaret faced decisions about accounts she had never seen.
Where she started
Three brokerage accounts, a pension offer with a deadline, and letters she did not open.
What we changed
- Every account gathered into one view and one report
- The pension taken as lifetime income, not a lump sum
- Gifts to her grandchildren planned and written down
The result
A plan that lasts to 98, and a folder her children know how to find.