Life Transitions

Managing Life's Challenges

The true wealth management services offered at Houston Wealth Management include comprehensive financial planning for a reason.  The science of planning involves software programs, spreadsheets and numbers, but the emotional purpose of financial planning is to set goals and achieve those goals.  Planning also tries to predict and prepare for likely events that lead to financial change or hardship.

But what happens when suddenly "life gets in the way" or clients transition to a different phase of life?  We call these life transitions, and if you are going through one of them you know how important financial decisions can be.  Some common life transitions include:

  • Divorce
  • Sale of a Business
  • Loss of a Spouse of Partner
  • Inheritance
  • Marriage
  • Birth of a Child
  • Retirement
  • Change of Health or Illness

Life transitions involve sudden changes in your life and financial situation.  These transitions can be difficult and challenging to overcome.  Working with a professional can ensure that you make the best possible financial decisions for your given situation.