Life Transitions

Our Philosophy

Life is not static. It changes often according to events that we plan for, and other surprises that we do not see coming.  Managing these twists and turns, in the context of the bigger picture, means designing a financial plan with the potential to grow and change with you.  Meeting your financial goals depends on your ability to respond effectively to any changing needs, and this is why so many people seek our advice during times of transition.

Common transitions that people may face:

  • Caring for an Aging parent
  • Marriage
  • Birth of a child
  • College planning
  • Estate planning 
  • Selling a business
  • A Job or Career Change
  • Selling a Business
  • Business Financial Planning and Succession
  • Divorce (see more)
  • Healthcare Issues
  • Retirement (see more)
  • Optimizing Social Security Pensions
  • Death of a Spouse

If you are concerned about whether your financial plan effectively addresses any future transitions in your life, now is the perfect time to contact us.

Financial Planning, Investment Advisory, and Wealth Management Services offered through Willamette Financial Advisors, LLC, an independent Registered Investment Advisor with the United States Securities and Exchange Commission (SEC).  This registration does not constitute an endorsement of Willamette Financial Advisors by the SEC, nor does it indicate that the Advisor has attained a particular skill or ability. • 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97035 • (503) 747-0306.

 

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