This is a continuation of our “How We Work” series. To read our first client case study, click here.
Who was the client? Susan was a single, widowed woman in her late 60s who had previously worked with an AUM advisor. She switched to Daybreak Wealth because she felt her previous advisor was unresponsive to her specific concerns, especially during a difficult time of transition.
What did she need? Susan was struggling to get timely answers from her previous advisor when she needed them most. She was also worried about how to best support her son during his divorce, while also protecting her own financial security. Compounding these challenges, Susan lacked clarity on the best way to structure a loan to assist her son.
How we helped: At Daybreak Wealth, we took the time to deeply listen and understand Susan’s specific concerns and decision-making needs. We worked closely with a mortgage broker to secure a fixed-rate loan for her son, providing the stability and structure Susan desired.
Beyond this immediate issue, we also began reviewing Susan’s estate plan and asset allocation to ensure her long-term goals were on track. Throughout this process, we positioned ourselves as a trusted partner, offering ongoing support and guidance to help Susan navigate this transitional period with confidence.
Where she is now: Susan now feels heard, supported, and empowered to make informed financial decisions. The personalized, responsive service she receives from Daybreak Wealth is a stark contrast to her previous experience, and has given her a greater sense of financial confidence.
With the plan in place to assist her son without compromising her own security, Susan is now preparing to further optimize her estate plan and investment strategy with our team. She appreciates having a dedicated advisor who provides the decision-making support she was lacking before, allowing her to focus on the other important aspects of her life during this time of transition.
