Financial Ally for Her Next Chapter

Tiffany Jones

Tiffany is single, in her early 40’s, and a PANK™ (Professional Aunt, No Kids). She decided to retire early after a successful 20-year career in technology sales and start her own consulting business. Initially, Tiffany hired us to create a financial plan, but quickly realized she needed Artemis to help her with a full wealth management engagement. She didn’t want to spend her time managing her portfolio, but wanted to make sure her investments were in alignment with her values and desires.

She had recently attended a conference on sustainable investing and was interested in learning more about Artemis’s offering for ESG wealth management. Tiffany also needed to be more thoughtful in her financial planning given her new business and lifestyle and that needed to be reflected in her asset allocations.

Tiffany wanted to find a new accountant as well as someone who could help her think strategically about how to structure the purchase of a new apartment in Paris.

HOW ARTEMIS HELPED

  • We helped Tiffany understand her current financial picture by preparing a comprehensive financial plan with detailed wealth projections.
  • We introduced Tiffany to an accounting firm that could be more tactical and introduced her to a lawyer in Paris to help her settle her new real estate purchase.
  • We took on Tiffany’s wealth management. While she had been comfortable managing her own assets, she wanted to outsource her portfolio management needs. She realized that Artemis could provide her with a wide range of services to help her manage her assets more tax efficiently.
  • We helped her establish a Solo 401k for her new consulting practice and planned a series of Roth conversions, which will be beneficial while she is in the startup phase and a lower tax bracket.
  • We helped her move her DAF from a large bank to a social impact firm to meet her goal of investing to make a difference. We also helped her cash in a whole life policy which had a large tax bill and donated it to her DAF.
  • We created an ESG portfolio to meet her interest in sustainable investing and fulfill her vision of the holistic plan she had imagined.

HOW TIFFANY BENEFITED

  • Tiffany found a partner to help her pull all her financials together, create a holistic plan for her life and her wealth, and a trusted advisor to manage her wealth.
  • She was able to find a new accountant and a real-estate lawyer to help her finalize her real estate purchase in Paris.
  • Tiffany felt better knowing her DAF was now mission-aligned and was grateful for the new tax strategy Artemis suggested.
  • She was able to continue to save for retirement by opening a retirement plan for someone self-employed.

Case Studies

Financial Ally for Her Next Chapter

Tiffany JonesTiffany is single, in her early 40’s, and a PANK™ (Professional Aunt, No Kids). She decided to retire early after a successful 20-year career in technology sales and start her own consulting business. Initially, Tiffany hired us to create a

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Am I Going to Run Out of Money?

Linda GonzalezLinda has been widowed for 15 years. She retired from work 10 years ago, and now owns a beautiful condo in the city. Due to all the recent volatility in the stock market, she has become concerned that she may run out of money to cover her lifestyle

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Seeking Sustainable Investing with a Gender Lens

Kristin SeeleyKristin Seeley Kristen is a single woman and has never had a problem managing her finances. Recently, she has become interested in sustainable and gender lens investing. Yet when she approached her current financial advisor about restructuring her

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Young Family – Overwhelmed By Decisions

John and Mary FreedmanJohn and Mary were married three years ago and have a two-year-old son. Mary works in private equity and earns a nice income but a good portion of it is going to be paid over time in the form of “carry” and not available to spend, nor is it very

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Help Me Give it All Away!

Hilary ArnoldHilary Arnold, a busy senior executive in the healthcare industry, has saved quite a bit of money over the years. In addition, she comes from an extremely wealthy family and is the beneficiary of several large trusts. Although Hilary is capable of

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Can I Afford To Divorce?

Elizabeth AmoryElizabeth Amory has been married for 27 years and has two adult sons. Sadly, the marriage is failing and Elizabeth does not have a clear picture of their finances. Frankly, she doesn’t know whether she can even afford to leave the marriage and

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Managing Wealth When On The Cusp Of Retirement

Priya and Manish RaoPriya and Manish have been married for 38 years and have been preparing to begin their retirement soon. Fortunately, Priya’s mother has recently gifted them a large portfolio of municipal bonds, creating a significant financial windfall for

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