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Financial Transition Partners

Financial Transition Partners

818.704.0001 x225
michele.leach@sagepointadvisor.com

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.

For many, understanding every aspect of personal finance can be daunting.  From investments to retirement to insurance, the decisions can be overwhelming. Transitions in life affect our finances and our wellbeing. Our team works to provide you with specialized knowledge and the independent advice you need to navigate through those transitions and plan for your life’s goals.

Focus on Woman

With a deep understanding of women in transition, we help our female clients navigate divorce, widowhood, career change and retirement.  Even if you aren’t currently the person who primarily manages the household finances, due to death or divorce most women will eventually be responsible for their family’s financial decision making.  Whatever your current situation – single, married, divorced, or widowed – it is crucial to educate yourself on your present financial realities and plan for the future. It is never too late to start.

Young Professionals

We provide resources and education for young professionals who might not see the need for a financial plan yet. Part of our process is holding ongoing conversations about life’s milestones and what you foresee for your life- i.e. marriage, children, career change – and creating strategies to help prepare for achieving those milestones.  The result is a customized blueprint to effectively and efficiently build wealth and meet goals and needs. We know many young professionals need to manage college debt, housing and still take those dream trips. With our hands on, collaborative approach we can discuss and build with a blueprint to set you on the right path.

Retirement & Business Succession

As small business owners ourselves, we know the transitions you face in building and maintaining your practice.  With a comprehensive wealth management approach encompassing insurance, long term care, buy - sell agreements, retirement planning and a deep understanding of succession planning we can help you navigate through those business transitions.

At Financial Transition Partners, we work with clients’ attorneys, accountants and other professionals to provide an all-encompassing financial program addressing issues that include wealth accumulation, wealth distribution, business succession planning, education funding, tax reduction and estate planning.