Protecting a legacy, one investment at a time.
Eleanor's primary worry is the potential for losing a substantial portion of her inheritance due to poor investment choices. She lacks confidence in evaluating the financial stability of individual companies and fears investing in companies at risk of bankruptcy, which could severely impact her income stream and long-term financial security. Her late husband handled all the finances, leaving her feeling vulnerable and overwhelmed.
Using Golden Door Asset's Altman Z-Score Calculator, we analyzed several companies Eleanor was considering investing in. The calculator identified one company with a Z-Score indicating a high probability of financial distress, saving her from a potentially devastating investment. We then used the Debt-to-Asset Ratio and Times-Interest-Earned Ratio Calculators to find more suitable, stable options, ultimately building a portfolio of income-generating assets that aligned with her risk tolerance and income needs.
The Altman Z-Score was calculated using publicly available financial data for each company, providing a quick and objective assessment of their financial health. These results were then integrated with Eleanor's overall financial plan to ensure alignment with her long-term goals.
$85,000 in projected income over the next three years, with reduced risk of capital loss.
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