Caring Guidance for when life changes
One certainty in life is that change is inevitable. We specialize in helping people through significant transitions such as divorce, the death of a spouse or parent, or an unexpected health event. Each presents different financial issues, complexities and challenges that must be addressed. But, above all, we’re here not only as your financial advisors, but as your friends – offering our compassion in emotionally unsettling times and sharing in your joy during the celebratory occasions.
Divorce
Whether you are newly divorced or presently going through a divorce, we take the time to understand your needs and answer your questions. While this sensitive time can certainly be stressful, we are here to talk it out and address each concern – to help you confidently move on with your life.
Death of a Spouse
In addition to the emotional turmoil, losing a spouse can have major financial implications. You may be managing your financial affairs on your own for the first time and concerned about having sufficient income to maintain your lifestyle. We’ll be here for you to guide you and offer our support.
Marriage
Two people coming together also means the merger of two separate financial situations and unique attitudes toward investing. We can help you address the vital financial issues that can accompany a marriage.
Inheritance
If you inherit money, there is always the urge for instant gratification, spending without regard for the future. We can help you have a more sensible plan that addresses both your short-time wants and your long-term goals. We can also help you make arrangements to have a legal professional update your will and estate plan, and a tax advisor to help mitigate the impact of receiving such a large sum of money.
