Financial Transition Planning

When you find yourself in a transition phase, life can move quickly. When life brings about major changes it can be difficult to slow down, take stock of what needs to be done, and plan properly.

Whether it be sudden wealth due to the loss of a loved one like a parent or a spouse, an unexpected inheritance or proceeds from a divorce, having an advocate by your side who can help you address the myriad of decisions that lay in front of you is vital. 

The sudden change in life, compounded with external factors like friends and family who all have their own ideas of what you should do only serve to make the process more difficult and convoluted -- even if those around you are well-intentioned. 

Let’s work together so that we can help you find a little room to breathe. 

You may be overwhelmed by the decisions that lay in front of you in the event of sudden wealth, but rest assured, not everything needs to be decided today. We’ll help you determine:

What to do now such as:

  • Taking care of yourself and your immediate family
  • Paying the property taxes and utility bills
  • Making sure there is food on the table and that you’re in good mental health

What to do in the near future such as:

  • Getting the probate process started
  • Evaluating your income sources
  • Identifying recurring expenses
  • Anticipating one-time expenses

What can be done a little further down the road such as:

  • Giving money to your kids or grandchildren
  • Making big changes to investments
  • Giving to charity
  • Choosing to either sell or keep your house


We’ll help you triage the decisions you need to make, and advocate for your emotional, physical, and financial well being during difficult times. We understand that you may be grieving and that already difficult decisions are even harder under the circumstances. We’ll help you ‘go slow’ and make the right choices only when you feel ready to do so.

We know that grief is not a linear recovery, it takes time and making sound decisions can be difficult without the right guidance. If wealth does not come upon you gradually, but rather suddenly, you need to be very careful with the decisions you make. There can be an emotional and spiritual whiplash that occurs from it, and so it’s important to take your time.

We’ll help you become informed so that you can confidently manage your finances now and in the long run. We’ll also  help you work with the professionals that you will need during the process such as:

  • Tax attorneys
  • Estate planners and executors
  • Insurance advisors
  • Investment advisors

As your financial advisors, we are here to help you through the inevitable transition phases of life and ensure you enjoy financial well-being for years to come.

Questions? Check out our FAQ page.

Work With Us.