FORGE A PATH THAT’S DISTINCTLY YOURS

Planning around a painful prognosis, a loved one’s death, or a sudden change in your financial status can leave anyone feeling lost and overwhelmed. It also may be the first time in a long time you’re completely responsible for financial choices that will affect the rest of your life — a life still full of possibilities and personal goals. If you’ve delegated or shared these types of decisions in the past, or if you have received an inheritance and are trying to decide what to do next, now is the time to build a roadmap that reflects your goals. We help you look ahead with financial confidence.

START YOUR NEXT CHAPTER

Create proactive plans that position you for long-term security, minimize your tax liability, and protect your assets.
Manage your life insurance needs and tax status changes following a spouse’s death.
Partner alongside your team of professionals and review your options when leading or selling a newly inherited business or shares of a business.
Receive trusted guidance when determining how to navigate your assets, properties, and investments that value long-term peace of mind over short-term gains.
Receive direction on choices and the best option available to you when inheriting assets from a parent.
Gain support from a wealth management team that listens to your unique vision for you and your family while having your best interest in mind.

LOOK AHEAD WITH CONFIDENCE

Change is inevitable. How you prepare for and respond to change will be the difference between confusion, lost assets, questionable advice, and the successful fresh start you deserve. Whether you’re planning for your retirement, deciding on the best use of an inheritance, or seeking guidance in the midst of change, we’re here to walk with you and to help you find clarity in the uncertainty.

Frequently Asked Questions

What financial steps should I take after losing a spouse?

The death of a spouse is an emotional and often overwhelming event, with both practical matters and time-sensitive logistics to address. As you begin to rebuild financial stability, a financial advisor can guide you in taking steps such as evaluating your cash flow needs, minimizing your tax exposure, and aligning your investments with your long-term goals and security. A Certified Financial Transitionist® can meet you where you are and help you navigate the appropriate next steps.

What are the most important financial steps when pursuing a career change?

When pursuing a career change, you should evaluate your cash flow needs, emergency reserves, retirement plan, and insurance coverage, and make necessary adjustments to support the transition. A career change can be voluntary or involuntary and finding a financial advisor to navigate the unknowns can help you feel supported throughout the process.

How can I build confidence in managing my own finances?

If you’re managing finances on your own for the first time, you can build confidence by educating yourself on investments, budgeting, and risk management. It’s also valuable to partner with a fiduciary financial planner who can provide personalized strategies and transparent, objective advice as well as help you make informed decisions.

How do I create a financial plan as a newly single parent?

Transitioning to being a single parent comes with unique challenges. Updating your financial plan to reflect your new reality will help you better understand your expenses, income, and cash flow, while balancing long-term goals such as saving for college, insurance needs, and an emergency fund.

How do I protect myself financially during a divorce?

Partnering with a team of professionals, including a tax specialist, a financial advisor, and an attorney, can help you better understand your assets, tax situation, liabilities, and other obligations during a divorce, so you can take actions that will help you financially protect yourself and your family. Your team can also help evaluate your divorce settlement and the financial and tax implications of asset division.