Step Three: The $Lifeline

Are you financially prepared for life's big transitions?

Are you financially prepared for life’s big transitions? 

We believe it’s more important to focus on the significant life transitions you see in your future. Common transitions are paying for college, caring for an elderly parent, downsizing a home or transitioning to semi-retirement.


These transitions will either add to or subtract from your wealth. Consequently, they will either add confidence or stress depending upon if you’ve planned for the transitions appropriately.


We will create a customized Financial $Lifeline for you that will specify exactly when to begin addressing these important transitions. We will incorporate this into your wealth plan that builds wealth and protects it against future dangers.