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”.