- Separation & divorce
- Receiving an Inheritance
- Career transition / receiving a severance
- Business sale
Facilitating clients through critical life events extends beyond conventional financial advisement. It entails the provision of empathetic support, strategic guidance, and practical assistance, all finely attuned to the client’s individual needs.
There are few points in our lives that have profoundly lasting financial impacts. We are here to support individuals and families in making the right decision at those critical moments. A few examples include:
- Unexpected death of a loved one
- Downsizing
- Financial planning for aging parents
- Charitable giving
What we do
When someone receives an inheritance or goes through a divorce, an advisory team becomes an invaluable ally in navigating these critical life events. In the case of an inheritance, we provide sensitive guidance on managing newfound wealth responsibly, ensuring it aligns with your long-term financial goals and values. This might involve creating a diversified investment portfolio, establishing trusts or estate planning strategies, and addressing tax implications to maximize the inheritances benefits.
Conversely, during a divorce, our financial planning team offers empathetic support and strategic advice to help untangle shared finances and transition you to a new financial chapter. We assist in evaluating and dividing assets fairly, analyzing the impact on retirement, savings and future financial security, as well as establishing a post-divorce financial plan that reflects your individual aspirations and priorities. Through personalized support and expert insight, we help empower individuals to navigate these complex transitions with confidence and financial clarity
Ready to map out your financial future? Connect with our team to help get you started.
Case study
Susan: Approaching retirement
How we can help
✓ Balancing retirement prep with family needs.
✓ Navigating post-divorce.