Case Study - Marisol
From Juggling to Thriving: Marisol’s Confidence Plan
You’ve mastered the art of managing chaos—homework, carpool, deadlines, and dinner. But beneath the surface, you carry a quiet, constant question:
“Is it enough?”
You’ve built a life for your kids with love, structure, and grit. But now, you’re ready for something more than survival. You want a financial plan that keeps up with your reality—and helps you build toward a future filled with options, not limitations.
Marisol’s Situation
Marisol is 44, a dedicated technology executive and single mom to three kids ages 14, 12, and 9. She owns her home, is contributing to her 401(k), and has started college savings accounts—but it feels like there’s never quite enough time or money to go around.
She’s confident in her career, but the financial to-do list weighs heavy. With her oldest approaching college, she's wondering how to juggle tuition, retirement savings, and staying on track—all without a partner to lean on.
Jennifer – The Quiet Hero of Her Family
44 years old
Single mom of 3
High-performing executive
Primary income provider and decision maker
Owns her home with a mortgage
Contributing to retirement and college savings
Worried about doing “enough” on her own
Financial Goals
Clarify how much she needs to save for college and where to prioritize
Create a retirement plan that gives her long-term confidence
Build a flexible, values-driven financial roadmap
Understand what protections are in place for her kids
Create space for her own goals—not just theirs
How We Helped
Mapped out a flexible education funding strategy, balancing 529 contributions with realistic tuition targets and financial aid planning
Ran retirement projections to show her what “enough” looks like—without guesswork
Reorganized cash flow to align spending with her priorities while building emergency reserves
Added critical insurance coverage to protect her income and ensure her kids would be okay no matter what
Coordinated with an estate Attorney to set up a family legacy plan with powers of attorney, updated wills, and a trust to avoid burdening their children later.
Broke her plan into quarterly action steps so she felt supported, not overwhelmed
Financial Planning Services Provided
Retirement Planning
College Funding Strategy
Risk Management (Life & Disability Insurance)
Cash Flow Optimization
Tax Smart Investing
Estate & Guardianship Planning
Sound Like You?
You're Strong. Let’s Make Sure Your Plan Is Too.
Jennifer’s story is one we hear often—smart, dedicated single parents who need more than encouragement. They need real answers.
1. You’ve Already Done the Hard Part
Raising good humans, growing your career, showing up every day—that’s the heavy lift. Let us help with the plan that gives your strength structure.
2. You Don’t Have to Do This Alone
Financial planning doesn’t mean going it solo. We partner with you—on your terms—to turn worry into a clarity and a confident path forward.
3. Clarity = Confidence
When you understand the tradeoffs, priorities, and protections in your plan, you stop wondering if it’s enough—and start knowing it is.
Let’s Build a Plan That Honors the Life You’ve Fought For
We help single parents like Jennifer turn complexity into clarity. Whether it’s college, retirement, or just breathing room—we’ll build the plan with you.
Because you deserve one that’s as strong, smart, and resilient as you are.