It’s not uncommon for one spouse to manage the household finances. Expected and unexpected life events happen to everyone and can create feelings of uncertainty and confusion. An accident, illness, or divorce can change your situation overnight. During these periods of change there can be feelings of anxiety and vulnerability. Those emotions can have a real impact on the quality of decisions you may need to make. Re-delegation of responsibility can leave you feeling somewhat naive on how to proceed. We help people like you take control of these new responsibilities, so that you can take care of yourself.
- Help process the changes
- Provide access to specialists if needed
- Verify and update beneficiaries
- Provide investment education
- Help simplify your account arrangements
- Guidance on family dynamics
- Tax planning strategies
- Create a comprehensive plan and strategy
- Balance competing priorities