Life rarely follows a straight path. From marriage and divorce to career shifts, retirement, or the loss of a loved one, life transitions can bring both uncertainty and opportunity. At Pathfinder, we provide focused, strategic guidance through life’s changes, helping you make thoughtful financial decisions that align with your next chapter.
Together, we’ll create a plan that supports where you are today and where you want to go next.
Get StartedBig changes impact both your life and your finances. Whether planned or unexpected, a life transition calls for financial planning that addresses more than just numbers, it should reflect your values, goals, and responsibilities.
Planning After the Loss of a Spouse or Parent:
Losing a loved one brings both grief and financial complexity. We walk alongside you to handle estate matters, evaluate next steps, and provide structure around key financial decisions. You don’t have to navigate these important changes alone.
Marriage, Divorce, and Blended Families:
We work with couples and individuals to address changing household budgets, updated estate plans, insurance needs, and shared or separate financial priorities. Our personalized financial planning helps couples and families move forward with clarity and purpose.
Financial Planning After an Inheritance or Windfall:
Receiving a large sum of money, whether through inheritance, settlement, or another financial windfall, can feel overwhelming. We help you create a strategy that aligns with your goals and values, balancing growth, tax efficiency, and stewardship.
Retirement or Career Transitions
Whether you’re retiring early, taking a sabbatical, or switching industries, our team helps you plan cash flow, adjust investments, and make proactive choices around benefits and tax strategy.
Relocation, Downsizing, or Starting Fresh
Moving to a new city or simplifying your lifestyle? We help you assess costs, weigh real estate decisions, and align your finances with your future.
At Pathfinder, we’re here not just for one event, but for every phase that follows. As your life evolves, your plan evolves with it. We’re a team you can trust to keep you grounded during uncertainty and forward-thinking when you’re ready to move ahead. Your goals may shift, but our commitment doesn’t. Please complete the form below, or call us directly at 910-793-0616.
By submitting this form, you may receive timely, valuable resources from our firm. You can opt out of these marketing communications anytime through the unsubscribe link.
