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Meet Helen

Recently widowed
70 years old

older woman looking into the distance

Helen’s Story

Newly widowed, Helen is looking for a trusted fiduciary advisor who can guide her in creating her own personal financial goals, and then help her realign her inherited portfolio with those goals in mind.

If you find something in common with Helen’s story, let’s talk. Tap the Get started button below to connect.

What Can Dinergy Do for Helen?

Planning

We’ll help Helen rebuild her financial plan—an important first step since her individual goals and risk preference may be appropriately different now that she’s moving forward on her own through this transition.

Investing

We’ll develop an investment portfolio that reflects Helen’s current risk preference and the most current market conditions. Too often, we see folks who are emotionally attached to the holdings in an inherited portfolio out of a sense of loyalty—even when those holdings are inconsistent with their goals and risk preference moving forward.

Insurance

We’ll review Helen’s insurance coverage to make sure it’s still appropriate and, most importantly, get her policy beneficiaries updated. Forgetting to update beneficiaries is a common mistake that leaves a mess in the future for her intended beneficiaries.

“We believe many in this business purposefully misguide clients, offering commission-based products “for sale” disguised as fiduciary advice…we wanted a firm that is fee-only, providing financial advice that is, by legal obligation, in the best interest of the client, even when that advice is NOT in the best interest of the firm. No exceptions.”