One of planner Marilyn Capelli Dimitroff's favorite client stories has nothing to do with investment advice. An attorney with whom she'd worked introduced her to a client who was selling a business to her partner, she recalls. The client had inherited her half-ownership several years earlier and never enjoyed the work, preferring to pursue a career as an artist. The attorney and the client were reluctant to put a price on the table without knowing what the client would need to maintain a reasonably secure lifestyle.

"I was brought into the decision and worked with the client to determine the present value of her lifetime needs. The client then had the clarity and confidence to negotiate a sale price that exceeded this target. She is now much happier, financially comfortable and immersed in the art community in her hometown," Dimitroff says.

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