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Transition Process

No one likes change. Transitions create confusion, fear, and indecision. They also give rise to situations where the traditional financial planning process does not work. We offer transition planning services in many areas, including the key ones below:

The following are the typical steps we follow during the transition planning process.

Step 1: Evaluate

This stage is just to understand you and your concerns and situation. will ask a lot of questions and try to understand all the key things that need to be done and information that needs to be gathered.

Step 2: Organize

We will help you organize your “to dos” into logical groups and create some order out of chaos.

Step 3: Prioritize

Some things need to happen sooner than others. We will help to prioritize in order of importance so you don’t have to deal with everything at once.

Step 4: Stabilize

Once we have prioritized, we will help you take action on those critical areas to relieve the immediate stress. Do critical papers need to be filed? Do you need immediate cash? We will help execute steps to create stability.

Step 5: Decision-Free Time

With some transitions, you need time to rest and recover before making bigger decisions. At this point, we may encourage you to have a period of time where you are not forced to make any decisions.

Step 6: Financial Planning and Investment Management

You will reach a stage where you are ready to visualize your future and start creating new goals. You will be ready to begin assessing your need for cash flow, spending and savings, insurance and risk management. You may need to revise your estate documents. We can assist you in doing financial planning to move forward in your new normal. We can manage your investments to help you pursue your goals.