Transition Analysis -

TRANSITION ANALYSIS

Transition Analysis

When you first meet with Scott from Transition Wealth, he’ll aim to get an understanding of the bigger picture via a Transition Analysis. This is a collaborative discussion around your current situation and any key issues or challenges you are facing, and the likely financial implications.

Family expansion
Upsizing or downsizing home
Kids leaving home
Relationship breakdown or death of a loved one
Corporate / business retirement
Intergenerational wealth transfer (estate planning)