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 a holistic plan 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.
Our Mission in Life Stage Transitions
We strive for and embrace the “happily ever after” dream.
We meet our soul mates, have loving families, rewarding careers, and enjoy important and fulfilling activities.
However, real life can throw us a curve ball every now and then, putting everything we worked so hard for in jeopardy. It can lead us down a path completely different than we anticipated.
-Wendy Ann Payne
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.