Why People Hire Us: Transition Planning

When you’re faced with a major decision, don’t let your finances suffer. At Interactive, we understand how important it is to step back and properly evaluate your situation. Action should only be taken after you’ve had time to reflect and consider your alternatives. We’ll work with you to establish an environment of calm deliberation during:

  • Sudden changes in wealth (for better or worse)
  • Marriage or divorce
  • Birth or loss of a loved one
  • Career changes (whether welcomed or unexpected)
  • Other times of personal, professional or financial upheaval