Life Event & Situational Consulting
Thoughtful, informed decisions when it matters most. When life changes unexpectedly, we’ll help you talk through
your options so you can move forward with clarity and confidence.
Life Event & Situational Consulting
Life has a way of throwing curve balls. When something significant changes, the financial decisions that follow can feel overwhelming. Sometimes the best first step is simply talking through your situation and options with a seasoned financial advisor.
We offer a complimentary consultation to help you sort through the financial side of major life events and invite collaboration with your attorney, CPA, trustee, family members, or anyone else you’d like involved in the conversation.
Thoughtful, Informed Decisions When It Matters
A life-changing event can impact every part of your financial life. Having a strategy in place can help you move forward with greater clarity and confidence instead of reacting under pressure.
Some of the situations we commonly help clients navigate include:
- Planning for a loved one with special needs
- Divorce or separation and the financial transition that follows
- Widowhood and managing finances after the loss of a spouse
- Remarriage and blending households or family finances
- Exiting or selling a business
- Receiving a large inheritance or windfall
- Other life events where a financial strategy can help you respond thoughtfully instead of reactively
A financial strategy tailored to your particular situation can help address the concerns that keep you up at night. The right plan can turn uncertainty into a window of opportunity—helping you make the most of whatever life has put in front of you.
You have options. We’ll help you understand them so you can make an informed decision that’s best for you and the people you care about.
Let us walk through your situation with you and outline a financial strategy that fits your needs.