A LITTLE MORE ABOUT OUR SARAH……Sarah suddenly finds herself single after 25 years of marriage. She is now back in the job market after being a stay-a- home mom for almost 20 years. Her children, Sam and Sophia live with her now but will both be heading off to college in the next few years. She is ready to take on her finances, retirement planning, and her future with a new spirit of clarity, purpose, confidence, energy and control but needs some personalized guidance from her financial advisor.
Sarah Single
Single Female Case Study
Investment Collateral
Transition Report
Hypothetical Performance
Tax Alpha Report
Transition Analysis Template
For questions on Sarah Single Investment Collateral or how you can work with the Investment Consulting Group, email investmentconsulting@wealthcarecapital.com
GDX360 Profile Collateral
Client Questionnaire
Client Experience Powerpoint
Scenario Report
Financial Checklist
Removing a Person From a GDX360 Household
For questions on this case study or to view the Sarah Single household/profile in GDX360, email training@wealthcarecapital.com.
Marketing Collateral
Sarah Single Flyer
1/4 Page Ad
Social Media Post
Email Signature or Banner Ad
Marketing Collateral for Single Female (No Financial Transition)
Post Card or Social Media Post 1
Post Card or Social Media Post 2
GDXIQ Email Drip Campaign
To personalize the WE CARE Sarah Single marketing collateral, email marketing@wealthcarecapital.com.