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Individuals in Transition

These individuals realize this opportunity to pursue financial confidence and well being. They face a lot of uncertainty and we work together with these individuals, their families and other professionals to coordinate a plan that will help relieve stress and financial burden. Traits of Individuals in Transition include:

  • Just suffered a loss of job
  • Recently went through a divorce or experience an unexpected loss of a love one
  • Disorganized due to recent stress that has taken over
  • Has a large lump sum of money that needs to be professionally managed whether it is a rollover from an old 401(k), cash settlement from a divorce or inheritance from loss of a loved one
  • Often feel insecure and uneducated about their finances and are in need of a trusted advisor to help them navigate through fear and uncertainty while inspiring confidence.

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