Client Profile – Alysha



Alysha, age 35, is married with two children and has recently gone through a career transition.  While she understands that her financial situation has changed, she acknowledges the fact that there are many different aspects of her financial life that she could focus on, but she doesn’t know where to start.  She has tried to work with other advisors in the past, but most of these advisors required her to have investment assets to manage before gaining access to advice.  

However, she understands the importance of planning early when it comes to retirement and taking into consideration the many decisions that will have to be made prior to that time.  Saving for college? Cashflow concerns? What about early retirement?  

With Resolute MINDSET™, Alysha was able to answer these questions, and many others that she had not even considered.  Throughout our consultative process, we were able to meet with Alysha to learn more about her goals, objectives, and even some of the challenges that she feels she will face on her path towards financial success.  

As a result, Alysha was able to work with our advisors to build a financial plan that provides oversight and recommendations that go further than just her investment portfolio.  Throughout our process, we were able to identify areas where she could focus on improving throughout her overall financial situation.  This included establishing College Savings plans for both children, identifying her annual savings goal, and discussing the potential of an early retirement.  

While retirement is many years away for Alysha, with Resolute MINDSET she was able to gain access to an advisor who could help her create a plan to not only discuss her path to retirement, but to also guide her on the key steps needed to keep her on track to achieve her goals along the way. 

With Resolute MINDSET, we don’t focus on investment assets, nor do we have a minimum amount of assets that you must have to work with us through this MINDSET process.  We believe in providing you with an in-depth and customized financial plan that helps you take care of today’s challenges so that you can develop your MINDSET towards a successful, exciting, and rewarding life, regardless of your age or how much money you have. 

The views expressed represent the opinion of Resolute Wealth Advisor, Inc. (RWA). The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While RWA believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the RWA’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.

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