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People in Life Transitions

Everyone encounters both joy and challenges along life’s journey. We strive to anticipate and plan for those situations as they occur.

But sometimes things don’t go according to script. Plans fall apart. New opportunities arise unexpectedly.

Whatever happens, we want to help keep you on track toward a meaningful and purpose-driven financial future. We take a proactive approach to developing and adjusting strategies to address your financial goals and objectives using the most efficient methods available.

We can help with:

  • Job changes
  • Marriage’s implications on taxes, health care, retirement savings, and more
  • Money and asset management, including moving assets from one account to another
  • Understanding and addressing the financial implications of divorce
  • Reevaluation of financial goals and strategies
  • Division of assets and debt
  • Preparation for a loved one’s death
  • Safeguarding your digital estate
  • Receiving an inheritance
  • Selling or buying a business
  • Making a major purchase such as a house or vacation property

“It is of utmost importance that women become financially independent for several reasons. Generally, women live longer than men. Too often in the financial services industry, we run into a woman who has relied on men to manage her finances for her whole life and has become a widow. It is never too late to learn, but the sooner, the better.”
— Lindsey McKay

Tell Us How We Can Help You Today

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