The first day Ruth walked into our office, she was filled with both sadness and trepidation. While grieving the loss of her beloved husband of more than 50 years, she found herself having to navigate the complexities of financial planning alone. Having dealt with large institutions for financial advice up to that point, she was seeking a more personalized approach for this next chapter.
From those first conversations, two things became very clear: Ruth is a woman who loves her family immensely and she is someone who never stops learning. Those values have helped her clearly articulate her financial goals and have allowed her to understand and implement a plan that ensures she will achieve them.
As an avid community volunteer, she also embodies one of Lupin Planning Group’s core mandates of giving back. Thank you, Ruth, for inspiring us all to do better everyday!