Mixed or unclear situation?
Start with a conversation anyway.
If more than one page applies, or none feels quite right, we can help you sort the immediate decisions from the ones that can wait.
Transitions
Planning Through Change
Guidance for major life transitions such as retirement, long-term care, legacy planning, divorce, sudden wealth, equity compensation, and the loss of a spouse.
Many people first reach out when life becomes more complicated: a business sale, approaching retirement, long-term care questions, legacy planning, divorce, a sudden inheritance, or the loss of a spouse. These pages outline the questions we often help clients work through and the ways fee-only planning can bring structure to an uncertain moment.
If your situation does not fit neatly into one category, start with Contact Us or learn more about Discover/Decide/Do.
Choose the closest fit
Start with the transition that feels most urgent right now.
You do not need a perfect category match. These pages are meant to help you identify the decisions that matter first, understand how Pathfinder can help, and decide whether a conversation makes sense.
Approaching Retirement
Plan your final working years with confidence through precise timing, tax-efficient withdrawal strategies, and aligned portfolio risk.
Retirement, Long-Term Care, and Legacy Planning
We help you spend with confidence, plan for healthcare shocks, and organize a seamless legacy.
Sudden Wealth, Inheritance, or a Business Sale
Navigate the financial and emotional complexities of a massive liquidity event. We help you slow down, protect your wealth, and intentionally design your next chapter.
Career Change, Equity, and Entrepreneurship
Compare offers, manage equity concentration, or move to founder or independent income with confidence.
Divorce or Separation
Strategic, objective financial guidance during a divorce. We model settlements, untangle complex assets, and help you rebuild on your own terms.
Loss of a Spouse
Compassionate, structured financial guidance after the loss of a spouse. We help you triage immediate tasks, protect your income, and navigate the financial fog of grief.