Getting a life raft when you need it most
Sarah was referred to our firm by her rabbi based on her need for a financial advisor. Our team reached out periodically over a six-month period to check in on Sarah and to remind her the team was there whenever she was ready to meet. It was after a chance run in at a local eatery with the prospective Aspiriant wealth manager, Sarah decided to learn more. Our team deeply listened, digging in to fully understand her needs and wants, goals and values. It is our understanding these, among many other reasons, are what led Sarah to the decision of hiring Aspiriant.
Outside of traditional advising services (financial planning, investment management) our Aspiriant team acted as a financial quarterback – coordinating and assisting with important value-added services. We also demonstrated our relationship wasn’t just transactional. Our team educated Sarah on financial topics, conducted a workshop for her kids about investing and finance and, when Sarah’s dad passed away, our team was there for her by providing support and tools to assist her during the grieving process.
Our Aspiriant team was not just investing in the market but was also investing in Sarah. We believe this collaborative relationship built on mutual respect and trust was the real currency Sarah and our team traded.
Important Disclaimer: This case study is presented as a hypothetical scenario and is intended for illustrative purposes only. It does not represent a specific client’s experience, but rather is meant to provide an example of Aspiriant’s process and methodology. An individual’s experience may vary based on his or her individual circumstances. There can be no assurance that similar results would be achieved in comparable situations. No portion of this case study is to be interpreted as a testimonial or endorsement of Aspiriant, and there is no way to ascertain whether a specific client would have been satisfied with their results.