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)