Life Transition Planning: Do You Need a Financial Advisor in the New Year?
Navigating Your Wealth Through Times of Change
If there’s one thing that serves as a constant throughout our lives, it’s change. Leaving home, beginning a career, getting married, building a family, navigating career transitions, divorce, and loss of loved ones are just a few examples of events that mark periods of great adjustment. These life transitions impact us emotionally, but also financially, and it’s smart to have a trusted financial advisor by your side to help you navigate the practical financial aspects of these different phases of life. If you think the New Year will bring a time of change and evolution in your life, it might be the perfect time to begin working with a professional you trust. In this article, we’ll discuss life transition planning for five specific, common scenarios and share how a financial advisor can offer guidance.