Call Us When This Happens

Even though we meet with our clients regularly, there are some occasions in life when you may need expert advice to support you.

Here are a few big ones:

• If you sell a house or property (so we can celebrate with you and discuss financial moves).
• If your family grows (so we can celebrate with you and help you plan).
• If a loved one dies (so we can grieve with you and help you make decisions).
• If you get a new job (so we can celebrate and help you tidy up any loose ends).
• If you leave a job unexpectedly (so we can commiserate with you and help you manage cash needs).
• If you retire ahead of schedule (so we can celebrate with you and talk over any immediate questions).
• If someone in your family is diagnosed with a serious illness (so we can be there to help you navigate your options).
• If you experience “sudden wealth” (so we can celebrate (or grieve) with you and help you put it to work).

If you find yourself in an unexpected situation and could use help figuring out your options, our team is here for you.