Financial
Planning for
Life’s Transitions
Meeting You
Where You Are
We are often introduced to people who are experiencing or contemplating complex and emotional transitions: divorce, loss of a loved one, retirement, career change or selling a business.
We help guide you through these moments, meeting you where you are and offering support where needed most. In fact, money matters may be the last thing we discuss.
The journey of a thousand miles begins with a single step.
Lao Tzu
Plotting Your Unique Path
Exploring Your
Current Situation
Examining your needs, goals, strengths, and challenges and noting how everything “fits.”
Mapping Your
Ideal Future
As we become clear about your desired outcomes, we can help you map the road ahead.
Guiding Your
Ongoing Journey
As your transition concludes, we can then operate as an ongoing “thought partner.”