Who We Serve
Divorce is a difficult time of transition for everyone involved. Throughout the process it can be painful and frightening to think of your future, or the future of your children. Planning can help illuminate that future.
Widow / Widower
You’ve planned your whole life with one person, and now you’ve lost them. Finding your footing during this time is so crucial, because you have a world of emotion on your shoulders.
Loss of a Parent
Losing a parent can make you feel lost and alone. Finding your way through that emotional landscape can take a lot of effort, and if you are receiving an inheritance you may be asked to make decisions you aren’t ready to make.
There are many more life transitions that can leave your finances vulnerable than those listed above. From disability to loss of a job, there are many ways that our best laid plans can be shaken.
Our 5 Promises
1. Your future is our priority
2. We are judgment free
3. We will respect your concerns
4. We are transparent