Some major changes are precipitated by good news: sudden money, weddings, births, a business sale. Others are forced upon us: death, divorce, job loss. Either way, all life transitions represent opportunity as well as stress, an ending and a beginning. Transitions call for experienced management to interconnect:
- Your personal and subjective responses to the change
- Your physical, psychological and social well-being
- The financial and technical challenges faced
It’s no accident that we’ve placed financial/technical concerns last. It’s not that money isn’t important, but if the larger, personal experiences of transition are not tended to first (and ongoing), it’s hard to organize your financial affairs to address your unique needs.
J.F. Williams Co., Inc. guides you and your family through the effective actions as well as the raw emotions and physical reactions involved in life transitions. We collaborate with you in a calm environment, to explore the “what if’s,” whatever they may be, without judgment or reserve. When you’re ready, we apply our knowledge, tools and process to help you form and enact a comfortable, cohesive plan for moving forward.