We developed this session format after helping hundreds of clients manage their finances during critical life transitions.
In our complimentary session, we’ll take a look at your current financial situation and present you with strategies that make the most sense for you and your financial future.
​
WE’LL SHOW YOU:
-
How to negotiate a settlement or compensation package
-
What to consider if you own company stock and the dangers of holding too much company stock
-
How to prevent job losses or money emergencies from derailing your financial future