Who We Serve:
Clients Experiencing a Life-Changing Event
You’re Facing Something New
We’ll help you understand your options and get back on track
Sometimes financial decisions need to be made due to unexpected life events.
When you’re compelled to make decisions under stress, we’re here to help guide you with a steady hand.
We Can Help You By:
- Managing an unexpected inheritance
- Caring for aging parents
- Negotiating career changes
- Navigating divorce
Manage an
Unexpected
Inheritance
Receiving an inheritance can be emotionally and financially overwhelming, which is why working with a financial advisor is so important.
Our advisors help you integrate the inheritance into a comprehensive financial plan that reflects your personal goals.
We’ll guide you through investment decisions, explain potential tax implications, and ensure the funds are managed wisely.
You’ll be able to make informed, strategic choices that preserve and grow your inheritance to support long-term security and meaningful life priorities.
Care for
Aging Parents
As parents age, they may require financial support. Establishing a clear financial strategy to help with healthcare, living expenses, and caregiving costs can help prevent stress.
This might include long-term care insurance, Medicare & Medicaid, legal documents, discussions about caregiver responsibilities, and assisted living vs. home care.
It’s crucial to have open conversations with your parents about their wishes and ensure everyone in the family is on the same page. Discussing the emotional, physical, and financial aspects of aging can avoid confusion and conflict down the road.
Negotiate a
Career Change
When considering a job or career change, working with a financial advisor can help you see the full picture—not just the salary.
Our advisors will help you evaluate total compensation, including benefits like health insurance, 401(k) match, vacation time, and stock options.
We’ll also help you weigh factors like work/life balance, career fulfillment, and personal growth. With professional guidance, you can make a confident decision that aligns with both your financial goals and your overall well-being.
Navigate
a Divorce
During a divorce, emotions run high—and financial decisions can have lasting consequences. While attorneys focus on legal matters, they typically don’t provide detailed financial advice.
Our advisors can help you assess who should keep the house, how to divide retirement accounts, bank assets, and shared debts fairly.
We’ll provide clarity during a complex time and help ensure nothing gets overlooked. After the settlement, your advisor can help you rebuild and create a new retirement plan tailored to your goals, lifestyle, and financial future as an independent individual.
Start the Process With StrategicPoint
Ready to Approach the Next Step with Clarity?
We’re here to help you understand the next steps, determine your
options, and move forward with a custom plan you can count on.
RESOURCES
Education and Thought Leadership from StrategicPoint
