Feel Confident Before, During & After Life Transitions
Whether you saw it coming or are caught off-guard, a life transition can be disruptive. It may leave you feeling anxious and uncertain about what comes next. The biggest overarching question is "Am I prepared?" - not only emotionally but also financially.
Whatever the transition you’re facing, proactively addressing the tough questions with a financial planner can help you be financially prepared for life’s uncertainties. Our team of fiduciaries has years of experience looking out for clients like you and will help you navigate through these transitions, and any financial implications, with clarity and confidence.
And we won’t do it alone. We work with other professionals , such as attorneys, CPAs, and mortgage lenders, so that you have a comprehensive plan of action to guide you forward.
The Social Readjustment Scale
From the 1960s through the 1990s, scientists developed and refined the Social Readjustment Scale, a method of rating how stressful people feel during various life events. Can you relate?