Life Stage Planning & Financial Services
Our goal is to guide and serve individuals who are in or planning for, a future calamity event. We guide our clients in a manner that enables them to maintain their independence and control with increased empowerment and confidence as a result of Life Stage Transition’s education-focused methods.
We develop holistic life stage planning tailored specifically for each client, who may be facing or in the midst of their own life stage transition, that identifies their individual concerns, needs, and obstacles. We achieve this primarily through increased client awareness and understanding of their life stage transition. More importantly, we partner alongside our clients to implement and manage their plan, so they are well-prepared and protected. Simply put: We strive to improve the quality of life through communication, education, planning, and preparation.
FINANCIAL INDEPENDENCE FOR WOMEN
On your journey through life, you may find yourself at the intersection of Life Avenue & Calamity Lane.
Perhaps you just lost your husband, or maybe are going through a divorce or other situation that has thrust you into a newly-independent position. You may have a spouse who has become disabled, or has a terminal illness.
Through Collaborative Efforts and our hands-on approach
Our Financial Independence for Women ™ program assists newly independent women everywhere. We create partnerships to coordinate, manage, and accomplish whatever transition obstacles may lie in your path all while educating and preparing you to stand strong on your own.
80% of married women will be widowed and must support themselves independently for an average of 14 years.
LIFE STAGE PLANNING FOR COUPLES
Life has a way of bringing us the unexpected.
We all find ourselves in the midst of a calamity at some point in our lives.
On average 5% of marriages will end in divorce and those blessed enough to have lasting marriages or partnerships will likely leave one person a widow/widower at some point in the future.
Are you confident that you have the knowledge and resources to manage such a transition on your own? It’s imperative to prepare for these possibilities beyond traditional estate planning methods. Through in-depth communication and discovery, our Life Stage Planning for Couples™ program assists couples to discuss, create, and implement a contingency plan.
We also assist in coordinating, managing, and accomplishing the various transition preparation tasks while increasing the couples’ understanding and education along the way.
DIVORCE PLANNING
Planning for the future is an essential part of every divorce settlement
Planning for the future is an essential part of every divorce settlement. The assets and income that formerly supported one household must now support two.
Normally, it is after the divorce when financial planners seek to help individuals take stock of their finances and how to move forward.
However, we believe it is imperative to begin divorce planning when individuals first choose to separate. Our goal is to provide the accurate and comprehensive information needed to reach a feasible agreement. We integrate our methodology of financial planning directly into the divorce process.
We discuss the various options, help establish priorities and lead a client through the hard choices ahead enabling him/her to make a more informed decision regarding the financial aspects of their divorce settlement.
We offer classes that can empower you with financial knowledge.
“How to be a Successful Widow/Widower”
This class assists widows/widowers by encouraging increased knowledge and financial empowerment. Topics include helping to identify which tasks can be managed on your own or those that will require professional assistance, basic education about money management, taxes, probate, living arrangements, and much more.
“Life Stage Planning for Couples”
This course is designed for couples struggling with their end-of-life planning and wishing to understand the process and solutions. Content covers planning documents; living arrangements; income adjustments; wealth transition; communication and most importantly, maintaining independence and control. Those who are newly independent (widowhood or divorce) and those caring for aging parents are also welcome.