Transition Financial Plans & Flat Fee Investment Advice
Managing the financial implications of a life altering event or stage in life, can be a daunting, if not paralyzing task. These life stages come in many forms including a career transition, pre-retirement, an inheritance, a pending home purchase, the sale of a business, a divorce, or the death of a spouse. We believe that the key to managing these change events, is to use comprehensive financial analysis and individually tailored financial strategies that respect both the emotional and technical side of your transition. If you would like to learn more, please view our process. We also offer a telephone Q&A with a Certified Financial Planner™ Practitioner and a Complimentary 60 Minute Get Acquainted Session.
- Independent means we are able to scour the whole market for any professional, product, service, or advice solution anywhere, with no financial incentive to use one over another.
- Fee-Only means we are not compensated by anyone other than you, the client.
- NAPFA membership means we are committed to the fee only standard of the National Association of Personal Financial Advisors. If good advice results in the purchase of a financial product, then we are not compensated for that recommendation.
- As-Needed means you are in complete control of your services whether you want advice for 1-2 hours, comprehensive financial planning, or ongoing investment management.
