Who We Serve

Our services focus is on helping professionals and entrepreneurs through professional or personal changes.Our services focus is on helping professionals and entrepreneurs through professional or personal changes, such as:

Professional Changes

  • The sale of a business (yours or your employer’s)
  • Starting a new business
  • Transitioning to a new profession or a different line of work
  • Job loss, downsizing, or evaluating early retirement offer
  • Company stock options becoming more valuable due to an Initial Public Offering (IPO)
  • Choosing to no longer work

Personal Changes

  • Marriage or divorce
  • Children soon going to college
  • Change in your health status
  • Loss of a spouse
  • Receiving an inheritance
  • Elderly parent struggling to live independently

These transition events change your status quo, requiring you to think about both your life and your finances. You need to plan for how you will manage through the change itself and consider how your new circumstances might affect your life goals and the lifestyle you want. What is important in your life today might be different than the way you thought about things in the past! Once you have considered these qualitative factors, you can then begin the process of analyzing your current finances, making decisions, and implementing various aspects of your plan.

But feelings of uncertainty and other emotions may complicate the process of objectively looking at your situation and can often lead to regrettable choices. And you might find the process of financial analysis and decision-making too time-consuming and complex.  Fortunately, we have designed our services specifically to address the needs of people in transition and who are seeking help in shaping their personal and financial future. Read more