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Recently Divorced or Widowed
CREATING FINANCIAL WELLNESS FOR RECENTLY WIDOWED OR DIVORCED WOMEN™
Whether you’ve just gone through a divorce or recently lost your spouse, your financial picture may have changed dramatically. You’re likely looking to regain control of your finances to bring you not only peace of mind but also a sense of empowerment.
What's Keeping You up at night?
My spouse used to handle the finances? How can I stay on track?
I feel alone in making these crucial financial decisions and would feel more confident working with an advisor that specializes in this area.
At times I feel emotionally drained and stressed and wonder if I can maintain my lifestyle.
I feel like I don’t have a long term strategy for my finances, and want some guidance to help ensure I am on track.
I’m overwhelmed with recent changes to my finances. I want to make sure that the decisions that I make now are prudent for me and my loved ones.
I've been through a tireless process, and would like peace of mind and a sense of empowerment when it comes to my money.
We Can Help Answer These Questions And More!
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Families Paying For College
HELPING FAMILIES OF COLLEGE BOUND STUDENTS NAVIGATE the high costs of COLLEGE
Our kids have grown up fast, and now with teenage children, college is right around the corner. We have a healthy household income, but we are not sure how we’ll be able to pay for college without impacting our retirement goals.
What's Keeping You up at night?
How Do I Pay For College?
How can I fund college without bankrupting my retirement?
How can I reduce the cost of college?
I know that it’s expensive, and I may not have saved enough. What funding strategies make the most sense for us given a limited time left to save?
I don’t want my kids to be saddled in student loans but I also don’t want to have to retire at age 85.
I think my income is too high to be eligible for financial aid. Are there other strategies to reduce my cost?
We Can Help Answer These Questions And More!
Retirees
helping retirees to live a confident and satisfying retirement
I’ve recently retired and am enjoying the life that I’ve always wanted to live. However, I am concerned about life events that could derail my financial security. What do I need to know to protect myself and my loved ones?
What's Keeping You up at night?
Will I Run Out Of Money?
What is the best way to replace my paycheck?
Are my investments aligned with my goals?
I want to have confidence that my savings will last and, if something unexpected happens, I won't be in trouble financially.
Without my paycheck, I am wondering how to best set up a retirement income plan to stay on track.
I’d like my money to continue to grow, but would like to take less risk. I also want to make sure my investments reflect my values and are tax efficient.
We Can Help Answer These Questions And More!
Nearing Retirement
Ensuring you are ready for a COMFORTABLE retirement
We are now empty nesters, and with the kids out of the house, what I really want to know is how much longer we will have to work. We have ideas about retirement, but are still uncertain about how this next phase of life will look.
What's Keeping You up at night?
When will I be able to retire?
How do I know that I have enough?
What are the best ways to maximize my retirement savings?
My friends and family are starting to retire and I am wondering when that might be possible for me.
I know retirement is the biggest financial decision I will ever make. I'd like some help to ensure I am well positioned for a comfortable retirement.
I know that financial decisions made in my last few working years are critical to retirement success. How much do I need to have a comfortable retirement?