Transitions
Financial Planning For Life Transitions
Throughout our lives, we all experience transitions— ones that have the ability to impact us financially. Whether it be a divorce, birth of a child, retirement, loss of a spouse — it is important to have a plan as you navigate these changes.
A good financial plan run with realistic projections can bring clarity to many questions you may have. It can include a budget, retirement projections, life insurance needs analysis, social security assessment, and investment portfolio review.
The other benefit a financial plan can offer is increased confidence. It is very common for thoughts of fear and uncertainty to creep back into our head from time to time. Having a written plan gives you something you can go back and reference when those concerns show up. It will show you that we have addressed these issues and are ready to move forward.
Divorce
When we meet with a newly divorced client, they are typically concerned about their finances and want to make sure they have enough now and that they will have enough during retirement.
Our Peak Wealth team will guide you through this transition — to make sure you are protected and on the right track financially.
Spouse Loss
The death of a loved one is stressful enough.
But not knowing what to do with someone's finances after the person has passed away poses an additional burden on a grieving family.
We are here to guide you on plan arrangements — or if you have experienced the loss of a spouse without a plan yet in place, our team specializes in helping you through the process.