We work with clients who are transitioning to new jobs or pivoting careers entirely, going through a divorce, retiring, selling a major asset, and any number of other major life changes.
You are in the midst of a big change, and you need help navigating what your newfound circumstances mean for your financial future. You may be wondering things like:
- Will I be making a mistake if I switch jobs?
- Does my new position offer the right benefits, financial incentives, etc.?
- Will I be financially secure on my own, without a spouse?
- Can I live comfortably on my retirement income?
- Will a downturn in the market or some other major event affect my financial stability?
- Am I making the right decision by selling a major asset?
Employment contract review
Cash flow management
Tax prep and planning
Employee benefits analysis
Social security optimization
Tax optimization strategies
Succession and legacy planning