While we specialize in working with women in transition due to death of a spouse or a divorce, we are also dedicated to serving people who are experiencing other life-changing events such as retirement, change of employment, and business succession. Typically, this means people who, as a result of change, face significant financial decisions at a delicate time in their lives and want professional assistance.
Read Article: A Clientele of Women in Transition
Read Article: Family Law September 2011 Newsletter: The Divorced Working Women Social Security Strategy, Article by Wade Chessman
Do you have any of the following questions?
- Are you managing your investments on your own for the first time?
- Are you facing an overwhelming mountain of administrative responsibilities in the aftermath of a loved one’s death or other life changing event?
- Did you receive a lump sum of money that you need guidance on?
We have vast experience in helping people successfully transition into the next phase of their lives. Our Transition Process guides our clients through the many financial and administrative decisions that must be made following their life changing event. We make sure you have sufficient liquidity for your immediate needs and secondly, develop a spending plan so you can feel comfortable knowing you can manage your future cash flow.