Bereavement and Inheritance

A PARTNER WHEN YOU NEED IT

An inheritance can be a life changing moment, understanding how this inheritance fits into your long term plan is crucial.

We can help you find and weigh your options (it’s not always about investing!).

If investing is best for your situation, we can build a portfolio centered around your goals, preferences, and personality. No cookie cutters here. 

If investing is not best, we have helped many through budgeting, debt reduction, analyzing home purchases. Because you are paying a fee for planning, we are not paid solely off the investments we can make for you, allowing us to truly advocate and find the best path forward.  

^{RESTORATIVE FINANCE™}

_{We believe in Restorative Finance™, where the power of planning can reduce financial anxiety, leading to better and healthier lives. We'd like to make you a believer, too.} 

_{Our SEE Process is a financial planning technique that takes into account the emotional side of money, creating a plan that honors all the ways we interact with money, not just the numbers.}

_{Understanding the strengths and opportunities in your financial plan can help you to navigate this volatile period in your life.}

_{Partner with advisors who believe money can be about more than just buying and selling, it can be about joy and purpose.}

SPEND WITH INTENT AND PURPOSE

Emotional spending is real, and without a plan for the money it can happen fast.

_{A plan for spending doesn't mean you can't have fun, great experiences with the money, that's part of what it is there for.} 

Turn your inheritance into a legacy.

Honor the inheritance by making it count.  

MAKE YOUR FUTURE NEW!

Your future is exciting, embrace it.

We strive to make our offices a safe space, free from judgement.

We also strive to make the financial planning process a fun, rewarding one.

You deserve a retirement free from anxiety, a celebration of all you've built and all you are about to build. Let us shine a light on tomorrow, and make your future new!