Crossroads & Transitions

As an experienced financial planner, I can add significant value when helping you to prepare for major milestones or manage periods of transition; for example, when you:


  • Get married or divorced

  • Buy or sell a business

  • Inherit money or win a lottery

  • Change your career

  • Start a family

  • Plan for and enter your retirement years

  • Buy or renovate your home or vacation property

  • Have an accident or are diagnosed with a major illness

  • Decide to fund an education

  • Plan your estate