Our practice focuses on helping women, small business owners, young professionals and families address and solve their unique financial issues. By focusing on Purpose Based Planning, Financial Transition Partners helps clients to develop and implement financial plans that are based on each person’s ideal view of their financial lives. We take into consideration each person’s understanding of investments, need for security vs. risk, tax sensitivity and personal feelings about money and investing to craft a plan that incorporates their vision of their future.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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