Case Study 3

Noah: Deeper Understanding

Noah is a successful entrepreneur. He wanted to invest his money where it would be put to work for him properly — but didn’t fancy himself an investor by any means. If he hired a financial advisor, they would have to be able to explain the what and why behind the financial strategy in a way he could understand…
Case Studies

  • 1: Levi

  • 2: Abigail

  • 3: Noah

Goals

Noah wanted a deeper understanding of his investments and financial decisions. He felt he didn’t understand the markets or investments his money was in at the time, and wanted a professional who could genuinely clarify his options for him..

Challenges

While Noah had previously worked with multiple financial advisors for brief periods, those partnerships had lacked the in-depth understanding and transparency he wanted. Jargon-filled conversations with some advisors had left him feeling more puzzled than before.

Approach

A recommendation from a friend led Noah to meet with a new candidate for what he needed. Noah felt a genuine connection with this financial advisor. He liked that he asked insightful questions and heard him out on what was important to him — and that he explained financial concepts in a way that Noah could grasp fully.

Noah felt that this advisor understood that he wasn’t just looking for monetary gains; he wanted a holistic approach that aligned with his values — which was just what Noah was looking for.

Results

Now, Noah no longer feels lost in the world of finance and can actively participate in making informed decisions.

In moments of the emergencies or last-minute changes that can come up in business at times, his financial advisor frequently goes above and beyond to ensure Noah’s needs are met promptly. Noah knows he can call any time for clear, transparent, and personalized advice.

*This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.