Start by knowing what you must do and what can be put off.
You want someone to help you understand your finances and what happens when a divorce or loss of a loved one turns your world upside down.
We know that's just the beginning. The real work comes when it's time to start thinking about what your new life will look like after your loss. We have specialized training that will help you look out at the horizon, manage the messy times right after your loss and help you settle in to your new normal.
This is what we call managing the two sides of money. Talk with us and we'll help you learn what your next step should be.
When life changes money changes. The stress of knot knowing if you have enough when going through a divorce or losing a loved one rules your life, other decisions are not made.
Simplification is the name of the game. Having a clear path from feeling like you're lost to knowing what to do next is where we help the most.
Life might feel like its upside down. You likely don't know why you feel out of sorts. You're even feeling that life is unfair and you just want to feel normal again.
This is all a process of transitioning from where you are to what's next in your life. We will stand beside you every step of the way.
Learn about the two sides of money and why both are equally important.
Start with these three things
This is always the starting point where we find out if we're right for each other.
Keep life simple and move at your own pace for managing and getting through this transition.