Major Life Event Planning
Divorce Financial Planning
Losing a Loved One Suddenly
Terminally Ill Financial Planning
Other Significant Events
Life’s not always gumdrops and lollipops. At times, put in technical terms, it down right sucks. Chances are, if you’re reading this, a major life event occurred or is about to occur in your life. The premature death of a spouse or child, divorce, or sickness or illness can all put your life and financial wellbeing on a completely different track.
With your values and finances in line, the life you want to live will follow. These priorities will give you both the freedom and the flexibility to make a difference. There’s a lot of behind the scenes work that we will do, but it’s worth it to see you achieve the life you want.
You can be as involved or as distant as you want in this process, but just know that we are here to help. If you are a good fit for us and we are a good fit for you, we will make the details work.
We are always open to having a conversation. You can give us a call at 651-337-1919. Let’s see if this would be a good opportunity for both parties.
I’m ready! What’s the next step?