Life in Transition

Planning For Clients In Transition

Planning For Clients In Transition
Life doesn’t always go as planned. Situations can arise that can be difficult and raise many questions about personal finances that need to be addressed. At Harmon & Hartmon Financial Group, we are experienced in guiding and supporting clients through life transitions.

We have worked with clients who have experienced a variety of life transitions, including:

  • Death
  • Disability
  • Divorce
  • Job or career change
  • Starting a family
  • Caring for an aging parent or dependent child
  • Starting or selling a business
  • Unexpected wealth, such as an inheritance

Bringing Clarity 
Depending on the event that triggered your life transition, there can be any number of feelings that you may experience—from excitement and joy to sadness and disbelief. During these emotional times, it can be unclear which direction you should choose. With our years of experience helping clients who have faced similar challenging life situations, Harmon & Hartmon will walk with you through your transition. We'll help you sort through and understand your options and guide you through your decisions, helping you move confidently forward.

Supporting You In Your Next Steps
We will take the time to get to know you and understand your situation. Our goal is to help you move forward with confidence and an assurance that you are creating a well-devised plan. During our initial meeting, we will ask questions so we can understand more about:

  • What event led you to reach out to us?
  • What are your hopes and concerns?
  • What do you want to accomplish by working with a financial planner?

We will never completely understand what you are going through; however, through active listening and thoughtful questioning, we try to understand your current situation and partner with you to co-create a plan that supports your new vision for your life.

Guiding You Through Your Life Transition
Financial planning is not just about numbers and investment products—it’s personal. We want you to feel comfortable in your relationship with us so we can co-create a plan that empowers you to make financial decisions that are right for you.

To learn if we are the right fit to assist you with your life transition, please call us at 651-332-5555 or contact our office online.