Life’s Transitions

Life is a wonderful thing, made special by all the important milestones we reach throughout the journey. From starting your career to getting married, changing jobs to job advancement, experiencing a divorce, becoming a widow or possibly even getting remarried. From having children to great grandchildren, retirement or the sandwich generation… We’ve got you covered! While your stories might differ in specifics, they’re likely quite similar in theme. All of these life transitions bring change and can be exciting, yet often challenging. As a woman, you have a lot to think about financially, and luckily for you we have a plan for that. Erin Eiras, our Wealth Management professional understands and has even had to deal with each of those situations and knows how to be the guide to you during all of your life transitions.

Empathy, then Empowerment

In surveys, women often say they feel nervous about making financial decisions or confused about planning for the future. That’s why at InVestra we are here to help you establish a firm financial foundation. Our mission is to help you prioritize the steps you need to take now, rather than overwhelming you with all the decisions you’ll be making in the coming months and years. Our Wealth Management relationship requires communication, we will connect frequently to set new goals and check achieved goals off the list.

Listen to Build Understanding 

Research shows that most women value advisors who take time to listen and educate before jumping in with detailed financial planning advice. Also, many place a high priority on advisors who are available for In-person office meetings. At InVestra, we take your cues and realize the value in spending time establishing personal connections before moving forward. The goal is to build a long lasting, trust filled relationship that can withstand the journey ahead.

Understanding Your Tolerance Towards Risk

Women are (generally) less likely than men to increase risk in order to pursue higher returns. Why? Because we fear losing principal and are worried about not having access to cash when we need it. Thus, it can be helpful to talk about decisions involving your specific risk assessment with a professional who understands how it may affect your wealth now and into the future when you need it the most.

The Bottom Line

Our team is here to learn about your life, listen to your concerns, and ask those key questions. Armed with information, we coordinate with others involved in the transition, the team will help with completing the necessary paperwork, and create a straightforward and actionable summary of all the necessary changeovers of financial assets and distribution of benefits, and make sure critical financial safeguards like emergency cash reserves are adequate.

Life is a wonderful thing, made special by all the important milestones we reach throughout the journey. From starting your career to getting married, from changing jobs to experiencing divorce or getting remarried, and even from having children to retirement/retiring parents. And while our stories might differ in specifics, they’re likely quite similar in theme. All of these life transitions bring change and can be exciting, yet often challenging. As a woman, you have a lot to think about financially, and our Wealth Management professionals understand.

Empathy, then Empowerment

In surveys, women often say they feel nervous about making financial decisions or confused about planning for the future. That’s why our Wealth Management professionals at InVestra are here to help you establish a firm financial foundation. Our mission is to help you prioritize the steps you need to take now, rather than overwhelming you with all the decisions you’ll be making in the coming months and years.

Listen to Build Trust

Research shows that most women value advisors who take time to listen and educate before jumping in with detailed financial planning advice. Also, many place a high priority on advisors who are available for face-to-face meetings. At InVestra, we take your cues and realize the value in spending time establishing personal connections before moving forward.

Understanding Your Tolerance Towards Risk

Women are less likely than men to increase risk in order to pursue higher returns. Why? Because they fear losing principal and are worried about not having access to cash when they need it. Thus, it can be helpful to talk about decisions involving your risk with a professional who understands how it may affect your wealth.

The Bottom Line

The bottom line is that our team is here to learn about your about her life, listen to your concerns, and ask those key questions. Armed with information, we coordinate with others involved in the transition, help with completing paperwork, and create a straightforward and actionable summary of all the necessary changeovers of financial assets and distribution of benefits, and make sure critical financial safeguards like emergency cash reserves were adequate.

Living Your Best Life

Whether you’re just setting out on life’s journey or planning your retirement, you’re guaranteed to face many changes to come, and our team is equipped to help you navigate each milestone you might encounter.

Marriage

Children or Grandchildren

Career Changes

Divorce / Remarrying

Elder Care

Children Leave for College

Retirement Planning

Widowhood

Legacy Estate Planning

Managing Charitable Gifts

Our Comprehensive Wealth Management Services Include: