Moments in Our Lives: Happy and Sad
I remember the moment when I suddenly thought, "Wow. I guess I am a grown-up now." For me, the moment came later than for most -- I was in my late twenties -- and the realization was closely followed by the thought, "I better start getting my act together."
This was my first real life transition where I was responsible for my own finances, but others soon followed: getting married, having children, moving around the country, starting a company.
Each of these moments had financial implications, and each of them was something that was known about in advance and could be planned for.
There are also less pleasant life transitions and most of them involve an unexpected or sudden loss, including the loss of a job, a marriage, a loved one. And when these happen, money is often the last thing anyone wants to think about, despite it being one of the most important.
Our mission is to try to help our clients prepare for the life transitions they know about and the ones they don't.