We help clients address a range of transitional planning issues. For example, we often coach a client or a couple in areas such as: 

• clarifying what matters most in their lives 

• unlocking new possibilities for achieving what they really want 

• clarifying what’s getting in their way, areas of resistance 

• aligning their values to their financial and investment plans 

• planning for their legacy and charitable giving. 

Sometimes it’s a matter of actively listening and helping a client think-through his or her options. At other times, there is a need for accountability throughout the transition process. Or both. 

However, in other circumstances there is a need to offer a client outside professional resources, such as a health care concierge, an executive coach, a therapist or additional retirement resources. 

We provide an initial consultation at no cost. We are here to listen to your story.