Empty Nest

Your kids are finally out of the house! Sometimes you don’t know whether to jump up and down with excitement or curl up into a ball and cry. It’s an event, also known as empty nest syndrome, that triggers mixed emotions.

While your kids were home, your life probably revolved around them. An empty house can be overwhelming. Give yourself ten minutes every day to feel sad about the change, then for the rest of the day you can re-focus on your new goals.

We use the 5 P’s of Life to help clients develop new goals. The 5 P’s of Life are personal relationships, personal finance, profession, peace of mind, and physical health. Our Life Strategy service guides you through this process.

An essential new goal is to get your personal finance in order. Of course there’s more to life than money, but face it, money makes things easier and gives you the freedom to do what you want. We help empty nesters with re-evaluating their spending, ensuring their retirement savings is on track, exploring options to pay for long-term care as they age, and deciding whether or not to downsize. Our Financial Plan services will give you a plan of action to ensure you can achieve the lifestyle you envision for this stage of life.

Our mission is to help you define and achieve your financial, personal, and professional goals – especially during life transitions. Through our planning services and guidance plans, you take control of your money and life. We do not manage money and will not ask you to move your money. We do not sell products and will not pressure you to buy investments. There is no conflict when we talk about your money.

Contact us for a complimentary call