Life Transition Planning
When you come to a life transition, most financial decisions do not need to be made quickly, but entirely disregarding an important one can be harmful.
As you enter a life transition, we encourage you to take a step back to consider what matters most while also engaging a process that will ultimately move you forward into the next season of life over an extended period of time. We work to create space in which you can relax and provide time to reflect before you act. We work with you to build a time of calm consideration during:
- Birth of a child or loss of a family member
- Significant changes in resources (for better or worse)
- Marriage or divorce
- Career changes (whether exciting or disappointing)
- Other times of personal, professional or financial transition