HELP THROUGH A TRANSITION
You. You're moving from one stage of life to another. This could be a change from being a couple to a new family; a spouse to a single person or widow(er); an employee to a retiree with a next chapter. Whatever this change is, the moment is both a finish line and a starting line. What got you here, won't get you there.
This is what we can do to help:
- Complete a financial health check-up
- Identify knowledge gap areas
- Create a list of items to address
- Establish a reasonably-paced timeline
- Coordinate with professional service advisors & other parties (investment manager, attorney, CPA, banker, financial planner, trustee, executor, etc)