Life Transitions

No financial roadmap follows a perfectly straight line. We all face surprises along the way. At Stein Wealth Advisors we not only understand the many challenges you may face, but we are proactive in planning for them accordingly.

Some of the common transitions that our clients face can include:

Losing a job
Starting a new career
Starting a business
Inheriting money from a family member
Getting a divorce
The death of a spouse, parent, or loved one
Finding an investment opportunity
Growing your family
Buying a house or other large financial purchase
Getting married or just married

We believe the most important part of our process is ongoing communication with regularly scheduled meetings. When working with Stein Wealth Advisors you will have unlimited access to your Certified Financial Advisor and staff, even in-between review meetings. Whenever a life event or transition comes up we are here to help you address those challenging decisions. Whether it’s as simple as a 401(k) rollover options from an old employer, or as complex as establishing trusts and working with other financial professionals, will act as your personal CFO.