planning for

Life Changes

Navigating your life transitions

When was the last time you had to deal with a big change in your life?

Disruption to your routine can be unsettling. When you least expect, you may experience illness, divorce, job changes, or the loss of a loved one.

If so, having a plan can provide a source of clarity for the future and get you back on track. And your Simply Money financial advisor can help guide you with the transition.

Acknowledging change

  • You might feel you’re not able to think clearly about important issues.
  • You might feel rushed to make important decisions.
  • You may feel your life is out of control.

Next steps

Often while experiencing life transitions, you’ll find that decisions often become challenging. However, there are some fundamentals that can help you navigate change.

  • Recognize that you are in charge. It’s far better to take action and deal with the situation than stick your head in the sand.
  • Take inventory of your resources. Anytime unforeseen challenges arise, a key step is to evaluate the resources you have on hand. These include friends, family, and trusted professional advisors.
  • If you need help dealing with your life, you need to find and work with the professionals that address the medical, psychological, and financial areas in your life so you can navigate.

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A trusted advisor

Simply Money™ has developed a specialized approach to guide you from one stage of life to the next. It’s important to have a trusted advisor with whom you can talk openly about your financial matters and concerns. Our team has the experience and professional expertise to answer your financial questions and guide you toward your future goals. 

We offer a complimentary consultation to answer your questions and explain the Simply Money approach to retirement planning.

Schedule your no cost, no obligation appointment today to see if the Simply Money financial process is right for you.

How we can help

  • Build a budget and comprehensive financial plan
  • Collaborative divorce strategies
  • Financial mediation
  • Wealth protection
  • Transfer of assets
  • Evaluation of other financial issues

We want to help guide you during life transitions.

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