Planning for Life Transitions

Financial Planning for Life Transitions


Retirement, divorce, career change, death of a spouse, or starting a business are life changes that often bring money issues to the forefront. Whether you have a lot of money or very little, handling money through times of change or crisis can be very stressful and may leave you feeling uncertain and vulnerable. You may have limited experience in handling money to this point and aren't sure where to turn and who to trust.

In this program, you will learn how to design a life and financial action plan that will help you feel more clear and confident about the next stage of your life. We will discuss strategies, tools and techniques that will enable you to be more effective, more at peace and more powerful in your relationship with money. Topics and questions to be explored include:

Setting new life and financial goals


How to manage your spending/saving plan during the transition and beyond

 

What type of investments are best suited to your new life circumstances


Understanding potential tax considerations

 

How to chose advisors you can trust

 

• Implications for your estate and retirement plan