Transition Manual

Life’s Transition Manual

Marriage

Your relationship is a new milestone in your financial journey.

Parenting

You are now making decisions that effect another party.

Education

Your education and planning for future learning are the focus.

Retirement

Balancing today's household cash flow with plans for the future.

Transition Manual Spotlight

Events & Opportunities

New offerings, workshops, newsletters and regulations will keep you informed.

Time

Wealth might be defined as how much time we have to allocate to our priorities.

Goals

What we jot down as a goal, elevates the wish, idea or dream into an executable action list.

Career

Your area of expertise and resulting income is engine of transition success.

Career

The resources you commit to causes, charities and volunteering can be scripted.

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Transition Manual

1.

Inventory

Twice per year or more, stop and take inventory of where your career, earnings, savings and investments are. Knowing where you are – taking inventory, better prepares you to make the corrective steps necessary to meet your short-term, intermediate and long-term financial goals.
2.

Goal

The good news about goal-setting is that you decide what’s important to you.
Secondly, there are experts that can tell you what’s required to reach those goals. The sooner you know where your reality is, the sooner you can move towards it.
3.

Action

Inventory and goals set your plan in motion. At whatever phase of life’s transition you are in, there will be action items to work on. Get started now!

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