The only thing that’s truly certain in life is its uncertainties. Preparing for them is just plain smart. But preparing for your hopes and dreams is a joy.
You make plans with the best intentions, but life happens. Some events are so amazing that you couldn’t have foreseen or planned for them under any circumstances. Other, more predictable events like education for your kids or grandkids, or downsizing an empty nest can more easily be planned for. And more dramatic events like divorce or a sudden illness can change your financial landscape permanently.
Life’s big events nearly always have financial ramifications. We’ll lead you through a process designed to assess the strengths and weaknesses in your current financial plan, based on your personal priorities. Out of that process will come new recommendations for how to handle your estate plan, merge finances, manage risk, and save for the future.