Women in Transition
There are times when your need for our attention and service is particularly acute, and at these times we will do whatever it takes to help you address your issues. Examples of such times include:
Divorce and Separation:
No one can make this easy, but we can help you make good decisions and access the resources you need. Through every stage of the divorce process, whether you are just planning to file or are at the end of the legal process, we’ll work with you and your other trusted professionals to protect your interests and empower you to take control over your financial future. (See our blog, Three Things People Going Through a Divorce Should Consider in Their Financial Planning)
Loss of a Partner:
It’s almost impossible to be emotionally prepared for the death of a spouse. For couples who have taken the time to talk about contingencies after the death of one partner, the financial transition may be a little easier than for those who have not planned at all. But even when financial matters have been planned in advance, grief may still hamper one’s ability to deal with financial decisions. We will help with that burden and coordinate with your other professionals to guide you through the process.
Executive Leadership/Promotion:
Corporate compensation packages can be very complex. Many corporations offer benefits such as restricted stock, stock options, deferred compensation or equity plans, and these options are complex and have different tax implications. Our experienced advisors can explain how these benefits work, create your custom financial plan, and then work with your other professionals to ensure your plan is implemented properly (e.g., tax issues are carefully considered before actions are taken).
- Marriage
- Expecting or Adopting a Child
- Divorce or Legal Separation
- Single Parenthood
- Buying or Selling a Home
- College Planning
- Providing Assistance to a Family Member
- Business Planning
- Charitable Planning & Philanthropy
- Executive Compensation or Concentrated Stock Positions
- Inherited Wealth or Investment Gain
- Retirement
- Long-term Health Concerns
- Loss of a Loved One or Partner
Contact us today to learn more about how we can help you.
- Marriage
- Expecting or Adopting a Child
- Divorce or Legal Separation
- Single Parenthood
- Buying or Selling a Home
- College Planning
- Providing Assistance to a Family Member
- Business Planning
- Charitable Planning & Philanthropy
- Executive Compensation or Concentrated Stock Positions
- Inherited Wealth or Investment Gain
- Retirement
- Long-term Health Concerns
- Loss of a Loved One or Partner
Contact us today to learn more about how we can help you.
