Change in life is inevitable – and so too are the periods of transition which big changes can bring. Whether you’re buying a home, having a child (or grandchild!), getting married, getting divorced, changing careers, or saying goodbye to a loved one – it is truly an understatement to say life is full of moving parts. As planners, we strive each and every day to ensure our clients are set up for success, no matter what changes they face. So it is our most important responsibility to come alongside them as they navigate all of life’s biggest transitions.
While helping our clients through countless transitions, we have learned a few things about what it takes to successfully navigate a big transition. First and foremost, we know it’s “SMART” to do at a little planning in advance of life’s big events.