Life-In-Motion Planning
Financial Clarity When Life Changes Course
Life is rarely static. It moves, changes, and evolves—often when we least expect it. Whether you are celebrating a new milestone or navigating a difficult disruption, your financial plan needs to be as dynamic as your life. Life-In-Motion Planning is designed to provide stability, objectivity, and clear direction during times of significant personal change.
Promotions, Career & Job Changes
Leaving a job involves more than just a new title. We assist with the critical financial logistics of your transition, including analyzing new benefits packages, potential 401(k) rollovers, and managing income gaps between roles.
Expanding Families
A growing family brings new joy and new responsibilities. We help you adjust your cash flow to accommodate new expenses, establish education savings plans (529s), and review your insurance and estate documents to ensure your loved ones are protected.
Divorce
Uncoupling is emotionally and financially complex. We advocate for your financial independence, helping you understand the long-term impact of asset division, valuing retirement accounts and pensions, and establishing a new budget for your next chapter.
Sickness & Loss of a Loved One
During times of hardship and grief, financial decisions can feel overwhelming. We provide a steady hand to help you navigate the administrative burden of estate settlement, life insurance claims, and survivor benefits, allowing you the space to focus on healing while we ensure your financial foundation remains secure.
Navigate Life's Changes with Confidence
We're here to provide clarity during your transitions.
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