The Traditional Approach to Financial Management
The traditional way to think about retirement focuses largely on the numbers. That may have worked well in previous decades. But economic events, technology advances, upheavals in health care, reduction of employee and retirement benefits, and global concerns fought on our own front steps have brought complications and uncertainty to all of us.
Changes in Society and the Economy Have Personal Impact
Social changes affect or characterize every aspect of society across the world. On a grand scale, they shape our major social institutions: economics, politics, religion, family, education, science/technology, military, legal system, and so on.
On a personal scale, they shape our relationships, values, attitudes, beliefs and behaviors. They influence our relationships, the different purposes you may have for your money beyond lifestyle, and your concerns about money when thinking about transitioning to the next chapter of life.
It’s Time for a Thinking Partner, Not Just a Financial Advisor
All of these demand more than a technician with a software program to create a successful plan. You need a thinking partner who not only provides financial advice and investment options but also helps you manage the changes you face. We do all we can to empower you by helping you make the right decisions at the right times with confidence. Women in transition are a particular focus for our practice.
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