Who we serve
Most people call us because something changed.
A retirement date became real. An option exercise window is closing. A marriage ended. Money arrived with an inheritance or business sale. You are managing the finances after your spouse's death. These are the situations we work with most often.
Common reasons people call
Choose the page closest to what is happening.
The categories overlap. Retirement can involve company stock and aging parents; an inheritance can arrive during a divorce. Start anywhere.
Planning for Retirement
Decide when to retire, how to replace the paycheck, and what you can spend on the life you want.
Planning for Aging, Care, and Family
Plan for care, choose who can help with decisions, and make your financial affairs easier for family to manage.
Planning for an Inheritance or Business Sale
An inheritance or business sale can change your finances and your plans. Take time to understand what is available and what you want it to do.
Career Change, Equity, and Entrepreneurship
Salary is only one line in a job offer. Equity, taxes, vesting, benefits, and what you give up by leaving can matter more.
Divorce or Separation
A settlement can look equal on paper and produce two very different financial lives.
Loss of a Spouse
After a spouse dies, some financial tasks have deadlines. Many important decisions do not. We help you sort out what needs attention and manage the finances ahead.
Not sure where you fit?
You do not need to diagnose the problem before calling.
Tell us what you would like help with. We will discuss whether ongoing planning with Pathfinder fits your needs.