NEWLY INDEPENDENT
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
Reassessed his assets and liabilities.
Set new financial goals as a single-income household.
Updated information, like his beneficiaries.
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.
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