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Supporting You Through Complex & Emotional Transitions

Life is a journey filled with moments that often bring a delicate mix of emotions and decisions. At Mirus Planning, we understand the complexity of these crossroads and are here to provide guidance that aligns with your unique circumstances and aspirations.

Exploring Moments & Possibilities

We support you as you navigate or prepare for life's transitions so that your financial decision-making is thoughtful and aligned with your well-being and ideal future.

Retirement

Retirement marks a significant shift in life, one that brings excitement and uncertainty. We assist in creating a comprehensive retirement income strategy that considers your lifestyle goals, healthcare needs, and income sources. Our approach is to provide clarity and support as you prepare for this new chapter, helping you make informed decisions that reflect your vision for the future and not outlive your money.

Divorce

Divorce can be an emotionally charged and financially complex experience. We offer support and guidance to help you navigate this transition with confidence. Our focus is on understanding your priorities and developing a financial strategy addressing immediate concerns and designing a settlement supportive of your future independence and security.

Loss Of A
Loved One

The loss of a loved one is an overwhelming experience. We offer compassionate and caring support to help you navigate emotions and choices. We aim to ease the burden by addressing estate matters, financial obligations, and planning for your continued well-being, allowing you to focus on healing and remembrance.

Business
Sale

When we’re helping clients who are planning to sell their business/businesses, we typically encounter two significant challenges. One, they don’t know if they are selling it for enough to satisfy their future needs, and two, the emotions that arise from selling their “baby” — something that has been a lifetime endeavor. We believe having a thought partner to help evaluate the decisions at hand is a critical role we serve for business owners.

Career or
Job Change

The biggest challenge we see when we’re dealing with somebody who is considering a job change or a career change, is that the “grass is always greener.” In these situations, we examine the financial implications of decisions, helping make choices that support professional and personal aspirations. Our services include evaluating compensation packages, retirement plans, benefits, and potential career paths, empowering those we serve confidently move forward.

Expanding Careers
& Families

Balancing a growing career with family responsibilities is a rewarding yet challenging endeavor. When we’re working with rising professionals and upwardly mobile families, the biggest challenge we see them facing is that all of a sudden, complexity is starting to enter their world. They’re having children, they’re buying homes, they’re making more money. Starting with a Financial Life Plan that incorporates saving for college and retirement, managing cash flow, and aligning possibilities with values and vision enhances the chance that career and family life thrive together.

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Retirement Readiness Toolkit

Retirement is one of life’s biggest transitions. Use this free guide to clarify your goals,
reduce uncertainty, and design a retirement strategy that supports the life you truly want.