NEWLY INDEPENDENT

Newly Independent: CapWealth - CapWealth Financial Advisors in Franklin, TN

You’re hesitant about the new journey life has put you on and need direction. CapWealth listens to your needs and ensures you have a solid path forward.

OUR CLIENT’S STORY

WE LISTEN

CapWealth worked closely with a couple who had been long-time clients. One day, the husband contacted us after an accident left him as a widow. He was in a state of shock and leaned in heavily for our expertise on moving forward.

The husband was reliant on the wife for everything regarding their financials and had one question that kept coming up – What do I do now? 

SOUND LIKE YOU?

AFTER LEARNING MORE ABOUT THEIR GOALS AND LIFESTYLE, WE DEVELOPED THE FOLLOWING:

WE THINK

Reassesment - CapWealth Financial Advisors in Franklin, TN

Reassessed his assets and liabilities.

Financial Goals

Set new financial goals as a single-income household.

Financial Goals - CapWealth Financial Advisors in Franklin, TN

Updated information, like his beneficiaries.

Provide Support - CapWealth Financial Advisors in Franklin, TN

Provided support and coordination through the estate process.

WE SOLVE

Working together, we created a plan that fit his needs and life goals. Helping him develop a plan that he could actually stick to was important to us.