Life Events

Lifetime Financial Planning is understanding Your lifestyle, crunching numbers  to assist you through your timeline events or WhatIfs? known as “Transitions”.  What are your “Transitions” (good or bad) that may affect you now, in the short, medium or long term, take action to be proactive rather than reactive.  Take away your fears with positive action now to remove the guess work out of your future.

  Family:
Budgeting, Marriage, Divorce/Separation, Children’s Needs, Family Events,

  Health:
Aging Parent, Disability, Serious Illness, Bereavement

  Work:
Career Change, Start/Sell Business, Take a Sabbatical

  Retirement:
When and How, Phased/Full, Reduction of Work Life

  Financial:
 Windfall/ Loss, Buying and Selling Property or Assets

  Giving:
Assistance for Family, when and how to give, Develop an Estate Plan, Gifts to Charity, Cause/Events

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