Who We Serve

Divorce

Divorce is a difficult time of transition for everyone involved. Throughout the process it can be painful and frightening to think of your future, or the future of your children. Planning can help illuminate that future. Our process is designed to restore your confidence, help you avoid common mistakes, and fill any gaps in your team to give you comprehensive advocacy.

Whether you’ve just begun the process or are still reeling years after a divorce, the decisions you make today will help set the tone for the rest of your financial life. Finding the proper expertise can make the difference.

Widow / Widower

You’ve planned your whole life with one person, and now you’ve lost them. Finding your footing during this time is so crucial, because you have a world of emotion on your shoulders. Our process helps you get your arms around your finances, set reasonable and achievable short term goals, and helps you manage the financial aspects of your life so that you can focus on what’s most important — you.

If the one you lost was the one in charge of the finances, we can also help educate you and give you the knowledge to take control. Or, if taking control is not what you envision for the future, we can help build the team to take care of it for you.

Loss of a Parent

Losing a parent can make you feel lost and alone. Finding your way through that emotional landscape can take a lot of effort, and if you are receiving an inheritance you may be asked to make decisions you aren’t ready to make. We can help you navigate this new time in your life,, explore your options, and find an optimal way to make your life better through your parent’s final gift.

Life Transitions

There are many more life transitions that can leave your finances vulnerable than those listed above. From disability to loss of a job, there are many ways that our best laid plans can be shaken. If you’ve lost confidence in your future, or don’t know what your future looks like anymore due to a major life change, let our processes help put you back in control and on the right path.