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Let us ease the burden of your financial transition

We look at each of our clients with a holistic perspective. There is no one-size-fits-all formula that works for everyone, and we find that being able to connect with each individual helps build trust and enhances the overall experience. Money is personal, so it may be difficult to share your situation with anyone. Research shows that working with a qualified financial professional who understands your unique situation will provide the greatest benefit. Take the Confidential Financial Transition Assessment below to get started. We can’t wait to connect with you and provide the guidance needed to achieve your financial goals.

Let Us Learn About You
Take Confidential Transition Assessment

Complete the Confidential Transition Assessment so we can learn where you are now and where you want to go in the future. You may be in the middle of a transition, taking it day by day. If that’s what’s happening to you, you are not alone. But without a clear goal and desire at the end of this transition, you can’t get there.



Learn More Transition Lessons: Read My Book


Women in Financial Transition
by Junko Rivka Horvath

This book is packed with real stories about people who have already experienced the life transitions you will likely face. Top experts provide practical guidance so you do not repeat the mistakes of the women Junko Horvath interviewed. Our goal is to help you transition smoothly through life’s expected and unexpected life transitions. Secure your financial future by preparing for expected and unexpected life transitions.



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Join our email list to receive real life tips for all of life’s financial transitions. Each email will include thoughts and ideas to make your transition smoother and more peaceful.