Financial Planning for Life Transitions

Planning for Change

Life transitions like retirement, divorce or career changes can be stressful, and the financial aspects of such transitions can compound this stress greatly. At Open World Financial Life Planning, we can help you develop a strategic financial quest log for life transitions, helping you navigate uncertain times without having to worry about financial uncertainty. No matter what changes you face, we can help you prepare for them and approach them with a solid financial foundation.

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Where We Can Help

While Open World Financial Life Planning can help you navigate through a variety of major life transitions from a financial context, here are a few specific transitionary events that we often assist with. 

Divorce

Planning for Divorce or Separation
Financial disputes and uncertainty can add so much unneeded stress to divorce proceedings. We can help you with financial life planning for divorce, so that you have a solid financial plan in place to navigate both divorce, and life after divorce, with as much financial stability as possible.

Retirement

Planning for Retirement
When retiring, it is more important than ever to make sure your finances are in order and that you have a proper financial quest log in place to carry you through your retirement. We can help you prepare for retirement so you can enjoy it to the fullest without worrying about your finances!

Career Change

Planning for Career Change
Whether you're planning to make a lateral career move or switch things up completely, the transitionary period between careers can often be filled with financial uncertainty. We can help you plan ahead for all kinds of career changes and make the uncertain, certain.

Complimentary First Meeting

We offer a 100% complimentary first meeting to go over our services and see if they’re the right fit for you. Interested? Get in touch with us today!

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Resources

Helpful tools and resources to navigate life transitions

When Things Go Well (Blog Post)
Things are difficult right now, in the macro sense. You hear some version of that statement from those around you constantly at…
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For the benefit of no commissions or transaction fees, fully digital account opening, a large variety of security options and complete integration with software tools, Open World Financial Life Planning utilizes Altruist Financial LLC, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients’ custodian. Open World Financial Life Planning does not receive any research or other soft-dollar benefit by nature from its relationship with Altruist Financial LLC, nor does Open World Financial Life Planning receive any referrals in exchange for using Altruist Financial LLC as a broker dealer.
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