Let us ease the burden of your financial transition

We look at each of our clients with a holistic perspective. There is no one-size-fits-all formula that works for everyone, and we find that being able to connect with each individual helps build trust and enhances the overall experience. Review the three steps below to get started. We can’t wait to connect with you and provide the guidance needed to achieve your financial goals.

mom-with-grey-hair-hugging-college-graduate

STEP 1
Join Our Email List

Join our email list to receive real life tips for all of life’s financial transitions. Each email will include thoughts and ideas to make your transition smoother and more peaceful.

STEP 2
Take Transition Assessment

Let’s learn where you are in your transition stage and what you want at the end of the tunnel. You may be in the middle of a transition, taking it day by day. If that’s what’s happening to you, you are not alone. But without a clear goal and desire at the end of this transition, you can’t get there. Lewis Carroll, English writer of notably, Alice’s Adventure in Wonderland said “If you don’t know where you’re going, any road will get you there.” To get a clear picture of your desired future, take our Financial Transition Assessment.

 

Take Assessment
woman-yoga-pose-reflecting-on-finacial-situation
black-woman-near-retirement-calling-on-phone-smiling

STEP 3
Let Us Learn About You

Money is personal, so it may be difficult to share your situation with anyone. Research shows that working with a qualified financial professional who understands your unique situation will provide the greatest benefit. Complete the WIFT Confidential Transitions Questionnaire and then book a free 30 minute phone call or Zoom meeting. We can’t wait to meet you!

Schedule Call

Learn More Transition Lessons: Read My Book

book-cover-piggy-bank

Women in Financial Transition
by Junko Rivka Horvath

This book is packed with real stories about people who have already experienced the life transitions you will likely face. Top experts provide practical guidance so you do not repeat the mistakes of the women Junko Horvath interviewed. Our goal is to help you transition smoothly through life’s expected and unexpected life transitions. Secure your financial future by preparing for expected and unexepected life transitions.

COMING MARCH