At the age of 16, Chloe Wohlforth lost her father in the 9/11 attack. This searing experience — and the challenge of coping with such a devastating blow — shaped her adulthood.
Wohlforth’s father had handled the family finances. Her mother had never made big decisions about money, but in the aftermath of the tragedy she faced a series of important choices. Rather than burden the family with a list of to-do tasks or complex discussions of financial matters, the adviser made just one request. He asked Wohlforth’s mother to fill a shopping bag with all the family’s financial account statements and related material that she could find, and drop it off at his house.
Wohlforth, now 36, attended Princeton University and graduated in 2007. Realizing the vital role her family’s financial adviser had played in bringing her family some stability, she chose financial services as a career and now is a certified financial planner based in New York City. Wohlforth’s experience also enhances her ability to respond to clients who suffer unimaginable loss. “When there’s a traumatic event, there’s a physical reaction and an emotional reaction,” she says. About her own loss, she adds: “Physically, I was very focused on taking it one step at a time as a high school student. The emotional impact has taken years to piece together.”
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