Concluding Disclaimer and Investment Services Overview

Willow was a debt-burdened single mother when she finished grad school. As a consultant, she was able to climb out of debt and build her business and earn a considerable wage. She isn’t a big spender but she grew up in a household with strict budget limitations, so she doesn’t know how to approach wealth.

Willow feels she is playing catch up compared to other people her age when it comes to wealth management. Yet, Willow’s reality of being in her forties and only now being able to think seriously about things like savings and retirement is very common. It can take years of building a career and raising kids before there's money available to start thinking about finances beyond everyday expenses. And the longer the wait, the more urgent the questions become.

In this episode, listen in as Sarah, a Financial Advisor at Morgan Stanley, gives Willow actionable steps towards managing her finances and the reassurance she’s on the right track.

For more information about this episode and the topics covered, check out our episode page.

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