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)