The following is an illustration of how we can help those navigating big changes in their lives
We help clients transition to their next phase of life through our Life Compass and transition coaching process. Here are two of their stories:
Sarah had recently divorced her husband of 15 years. She had been working part-time while focusing on raising their children and came to Genova wanting a new advisor to help her through her settlement and to secure her financial future (click on the compass to learn more about each quadrant of the process).
The following is an illustration of how we can help those navigating big changes in their lives
We help clients transition to their next phase of life through our Life Compass and transition coaching process. Here are two of their stories:
Sarah had recently divorced her husband of 15 years. She had been working part-time while focusing on raising their children and came to Genova wanting a new advisor to help her through her settlement and to secure her financial future (scroll over the compass to learn more about each quadrant of the process).
DISCOVERY
Where Do You Want to Go?
When we first met Sarah, she and her husband had just finalized their divorce after 15 years of marriage. After the birth of her first child, Sarah focused on raising the kids, working part-time once all of her children were in school. Sarah’s husband had managed the family investment accounts – she wanted to find a new advisor that would focus on what worked best for her.
MONITORING & REPORTING
Charting Your Progress
Genova continues to work closely with Sarah to help her learn more about investing and remain current on her life changes. We work to help her feel confident with the next stage of her life knowing she making good financial decisions.
PLANNING
How Will You Get There?
Genova worked with Sarah to chart out her future. Genova showed Sarah how far her settlement and ongoing spousal support would go and helped her answer the question: ‘what do I do next?’.
IMPLEMENTATION
Making It Happen
Sarah’s investment accounts with Genova fall into two categories: a traditional investment portfolio for growth; and cash to fund her lifestyle requirements.