Learn skills to make the right descisions in your financial life transitions

Whether it be through inheritance, divorce, business or insurance settlement, a change in circumstance can cause anxiety, indecision and fear in those who don’t develop a strategy. While sudden wealth sounds good, it can take us out of our comfort zone and be emotionally and financially challenging.

financial life transitions

I will guide you to:

  • Find a financially safe zone without pressure from others or the need to make immediate decisions
  • Define your personal goals so you are able to make conscious choices about your future
  • Form a trustworthy, understanding team of professionals (ie financial planner, accountant, therapist) to create long term security
  • Gain the tools for effective money management in your new circumstances

Book a Free Initial Consultation