Life Events

Over the years, we have found many of our existing client-friends came to us (or were introduced to us) as a result of a life event:

  • Marriage
  • Divorce
  • Death of a Loved One
  • Unexpected Health Event
  • Selling a Family Business
  • Receiving an Inheritance
  • Retirement
  • Career Change
  • Birth of a Child
  • Cognitive Impairment

For some of these events, they are joyous times while others are heartbreaking. Each is life altering and the life one has become accustomed to will be no more. At these times, it is helpful to have a steward available to help you overcome the roadblocks and navigate the unknown future. We have experienced many of these situations personally and have helped guide many more. We can be a resource to you.