Life Transitions

Financial planning provides confidence when life brings unexpected changes.

Life Transitions

Life transitions often come hand-in-hand with a sudden change in finances. Our financial advisors help you build a solid financial framework for the next phase of your life. Whether you’ve recently lost a spouse, switched jobs, or are preparing to sell your business, we will help you achieve your financial goals each step of the way.

One example of a life transition we all face is the end of life. Learn more about the one-page elder plan that helps you live with independence and dignity. Another common life transition is paying for a wedding.

We help our clients feel financial confidence during life transitions, including changing jobs, divorce, retirement, and more!

Life Transitions

Loss of a Spouse

“When my husband passed away, I didn’t know where to start.”

Retirement

“When and how to retire is one of the most important and emotional decisions I will make.”

Sale of a Business

”I’m grateful that others have done this before and I could learn from their mistakes and successes.”

Divorce

“I learned the hard way to keep love decisions separate from money decisions.”

Changing Jobs

“How does the new job change my college savings and retirement plans?”

Inheritance or Windfall

“Working with an advisor has been my best decision yet.”

Long term care planning

Actively deciding on a plan for your own care is ultimately a gift you give to the loved ones who outlive you.

Elder Planning

An elder plan helps you live life purposefully when you need other people's help.

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“We are making big decisions and appreciate the help of an expert. ”

Learn more about elder planning

White Papers on Life Transitions

FAMILY FINANCIAL ALBUM

Our financial planners guide our clients through the infinite maze of investments, taxes, budgeting, saving, estate planning, college planning, all types of insurance questions, and other planning issues.

WHAT TO DO WHEN A LOVED ONE DIES

Have you cared for a loved one near the end of his or her life? Actively deciding on a plan for your own care is ultimately a gift you give to the loved ones who outlive you.