I help people facing major life transitions like divorce, death or retirement, to align their financial actions with their life values and dreams. I do this by helping them dream and search out what has meaning and excitement in their lives and then connect the dots to what they are actually doing with their money. As you can imagine, with a significant transition, there are many concerns to deal with. We make sure their investment plan doesn’t take more risk than necessary and we protect those plans against the certainty of uncertainty. What this means to clients is that when they have a crisis or financial emergency, we know exactly what their priorities are and the decision tree makes so much sense.