A financial series covering all of life's important journeys.

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Financial Transitions

A crafted approach to meeting the needs of your employees no matter where they are in their financial lives.

Financial Transitions is a workshop series that tackles the diverse range of financial concerns and priorities triggered by life’s important transitions. 

We recognize that it’s the moments of transition that create financial stress, amplify complexity, and make people realize that they need to make a change. 

Whether your employees are just starting their career, approaching retirement or somewhere in between, we offer specific sessions targeted to their generational needs.

 

 

 

early days

Navigating the complexities of early-career life transitions.

The Early Days program is built for those early in their careers and whose financial lives are anything but simple. 

People at this life stage are faced with a series of life transitions that come in quick succession – from leaving home to go out on their own as a financially independent young adult, to repaying school debt, to building their career, navigating employee benefits, getting married, buying a house, or having kids.

The result is a different range of complex financial needs, as compared to their more experienced peers. The focus is on where and how to allocate the cash flows of their income (and on how to grow it).

SHIFTING GEars

Moving through mid-life without the crisis.

The Shifting Gears program is for people seeking to gain a footing on their finances as they transition through mid-career changes.

These years may seem like the beginning of the best years, but it’s throughout the middle decades of the working years that households often face their greatest financial strains.

From changing jobs, getting a divorce, changing careers, getting married a second time, or going out on your own to start a business, the challenges differ from the early years, but they still present a slew of complex financial needs.

The Shifting Gears program is for people seeking to gain a footing on their finances as they transition through mid-career changes.

These years may seem like the beginning of the best years, but it’s throughout the middle decades of the working years that households often face their greatest financial strains.

From changing jobs, getting a divorce, changing careers, getting married a second time, or going out on your own to start a business, the challenges differ from the early years, but they still present a slew of complex financial needs.

looking ahead

What will it take to reach financial freedom?

Looking Ahead is our retirement planning program that focuses on mapping out your desired cash flow in retirement and work backwards to come up with an overall strategic plan to get you there. 

How much money someone will need to save for their retirement is unique to them.

We help your employees look at their total financial picture and they‘ll walk away with answers to whether they’re on track, and if not, what actions they need to take to get them there.  

retirement ready

The transition to retirement is no small feat.

For your employees, being ready for retirement is about more than knowing their nest egg can support their cash flow needs for the balance of their lives.

It’s natural for those approaching retirement to experience a roller coaster of feelings and emotions as they embark on one the biggest changes in their life. Many do not realize how much of their identity is tied into the career they’re leaving behind.  

Yes, our Retirement Ready program will answer the question: “Do I have enough?” but more importantly we’ll work with your people  to help them with this major transition by drawing on our understanding of their natural behavior, the career they’ve had,  and their desired lifestyle as they move forward into retirement. 

For your employees, being ready for retirement is about more than knowing their nest egg can support their cash flow needs for the balance of their lives.

It’s natural for those approaching retirement to experience a roller coaster of feelings and emotions as they embark on one the biggest changes in their life. Many do not realize how much of their identity is tied into the career they’re leaving behind.  

Yes, our Retirement Ready program will answer the question: “Do I have enough?” but more importantly we’ll work with your people  to help them with this major transition by drawing on our understanding of their natural behavior, the career they’ve had,  and their desired lifestyle as they move forward into retirement. 

You have questions, we have answers.

Book a 20-minute consultation to learn more.