Bridging a Life Transition

Our clients come to us because they are facing a major life transition and seek a team with the financial expertise to guide them through it. Like them, you may be facing far-reaching changes such as:

  • A divorce

  • The death of your spouse

  • An inheritance, IPO, or other windfall

  • A relocation cross-country or even another country

When you are creating a new life for yourself, you already face logistical and emotional challenges. If you are concerned about your financial security, the experience can be excruciating. Yet the guidance of an experienced financial team can help lift your anxiety and help you see the possibilities and opportunities of your new life.

When you work with us, we will help you:

  • Analyze your current financial situation, concerns, and goals for your future life

  • Determine potential directions that make your financial well-being paramount

  • Discuss the financial opportunities and trade-offs for your potential paths

  • Craft a comprehensive financial plan including cash flow, investments, retirement, and taxes to help you succeed in achieving your dreams

  • Work with you in implementing your plan, monitoring the details and communicating with you regularly to make sure you stay on course in your new life

If you are ready to work with a team that values a collaborative relationship in helping you bridge your transition with confidence, please contact us.

Fee Structure: Financial planning fees start at $3,500. Planning fees range from $3,500 to $6,500 for the year based on complexity.