For Women
As we transition…Critical Transitions is here to help YOU get through this transition and the many others you will go through in life. With the experience and specialization we provide, YOU can make sound financial decisions by placing your trust in us.
We want to give you the confidence to take control of your financial future. We can help you build a more engaged and empowered life for yourself.
The Process
To address your objectives we have a financial planning process that is composed of 6 steps. We want you to be engaged and informed every step of the way toward pursuing your financial goals.
- Initial interview to understand your personal and financial goals and objectives
- Information Collection and Assessment
- Analysis and Plan Preparation
- Financial Plan Presentation
- Plan implementation
- Financial Management
Services
Life is full of transitions like divorce, marriage, retirement, loss of a loved one, or a job change. Though these are not equal in impact, Stephanie knows they all require careful planning and sensitivity to the details and emotions involved. While we offer traditional wealth management services, which are listed in “Our Services” tab, we realize you may need services more tailored to your transition. Here are a few of the most common transition services we offer to our clients:
- Divorce
- Assistance with completing your Financial Declaration for your attorney and/or mediation
- Assistance with compiling your Marital Asset Addendum
- Items to assist you during mediation
- Items to be included in your Separation and Final Agreement
- Follow up items after the divorce and disbursement
- Investment management for assets received in the divorce
- Financial planning based on the final agreement
- Loss of a Loved One
- Assistance with gathering information needed to complete probate paperwork/inventory
- Assistance with investment forms to assist you with your personal representative duties
- Coordination with your attorney
- Investment management when needed
- Job Change
- Evaluating your stock options
- Assistance with reviewing options you have regarding your retirement plans
- Assistance with assessing your current financial situation and future goals
- Understanding and making decisions on group benefits and severance package items
- Understanding how this change impacts your future
4. Retirement Planning
- Assistance gathering information on all your retirement plans and income sources
- Analyzing the options available through your pensions and retirement plans
- Completing a financial plan showing how you keep from running out of money at some point in the future
Tools
