Life in Transition

THE MOST SUCCESSFUL JOURNEYS HAVE A SKILLED GUIDE

Life in Transition

Life is rarely a smooth, predictable journey. There’s usually a surprise or two along the way, both good and bad. You may have an unexpected windfall or suddenly find yourself facing financial uncertainty. We’re here to help you answer the questions that might result from those surprises.

  1. My spouse always handled the finances and now they are gone. Will I be ok?
  2. The prestigious school my child was just accepted into has a tuition much more than I had planned on spending. Can I help my child realize his dreams without draining my retirement savings in the process?
  3. I am planning to divorce. Is there a best way for our assets to be split? What will my financial future be after the divorce is finalized?
  4. I just received a windfall that I wasn’t expecting. How do I manage this to help secure my future?