We specialize in Financial Transitions Planning, having gone through extensive training with the Sudden Money Institute. Transitions such as retirement, sale of a business, loss of a spouse or divorce cause stress which can in turn cause emotional disconnects. We artfully help clients navigate through their transition to arrive at the “new normal” in solid shape.
Clients often seek out Wealth Management Firms when they are responding to some event or concern. How do you proactively help your clients?