- Individuals/Families > Life's Main Events
Life's Main Events
Transitions Wealth Strategies develops wealth strategies focused on each transitionary stage in life. We do so in the context of an overriding whole life plan so that the families we work with will secure their desired lifestyles and legacies through all phases of Life.
We walk with you every step of the way.
While whole life planning is important, life rarely unfolds exactly as planned. Any number of "main events" must be accommodated along the way. At Transitions Wealth Strategies we develop your plans with resiliency to handle obstacles as they arise.
The "main events" will happen. Our clients don't use this as a barrier to plan. Each event usually will raise financial issues that must be accommodated. The fact that our clients have a Financial Plan and strategies in place gives them great comfort and helps them deal with the events that often bring on great stress and emotion.
Marriage
You are about to get married. It is an exciting time; a totally new phase in life bringing with it new responsibilities. More Info..
First Home
You are about to purchase your first home. You feel paying rent is getting you nowhere. It is an exciting time but scary because it is a huge commitment. More Info..
Children
You are about to have your first child. No doubt it is an emotional time bringing new responsibilities to a couple's young lives together. More Info..
Separation/Divorce
Your marriage or common law relationship is disintegrating. It is one of the most stressful and emotional times anyone can go through. It is unknown territory in life that you never expected to experience. More Info..
Re-Marriage
You are in a second relationship. Everything seems to be working out fine. You are considering a common law relationship or re-marriage. It is unknown territory in life that you never expected to experience. More Info..
Job Loss
You have just lost your job. You are stressed. You don't know what you are entitled to. It can be a terrifying time. More Info..
Disability
One out of three persons will incur a long term disability before age 65. Surprisingly the statistics are this high. Disability can arise suddenly due to accident or illness. More Info..
Retirement
You are about to retire after a long and prosperous career. You are looking forward to your new lifestyle but are uncertain as to your financial security. More Info..
Death of your Spouse
The death of a spouse or common law partner is a difficult, emotional time. You have you lost your partner in life and struggle with what lies ahead. In these stressful times, you find yourself, most often, thrown into the role of executor or estate trustee in completely unknown territory. Lawyers will handle the probate of your spouse's Will but all other issues are left to you with little knowledge and even less emotional stamina. More Info..
Elder Care
Many "baby boomers" are seeing their parents' age dramatically. They're concerned about how to approach their parents about all things financial be it care for their parents or whether the parents have properly thought through their estate arrangements to avoid conflict that could inevitably arise. More Info..
Death of your Parents
Many "baby boomers" are seeing their parents' age dramatically. Usually without much warning, they find themselves thrown into the role of executor or estate trustee in completely unknown territory. Lawyers will handle the probate of the Will but all other issues are left to you or your siblings with no knowledge. Not only are you charged with all kinds of legal and emotional responsibility but there are timeframes for compliance and possibly conflicting situations to resolve. More Info..
Inheritances
Many "baby boomers"are seeing their parents' age dramatically. They know that their parents will sadly pass on in the years ahead. These can be very troubling times as it may be the first time death has touched one "so close to home". More Info..
