Financial Planning that evolves with your life.
We provide financial planning for women at various stages of their lives and careers with services. Advice and support designed to address a wide range of financial planning and management needs.
Divorce
You just went through a major life transition and things may feel overwhelming right now. And want to understand how to manage your new financial responsibilities and how this transition will affect your future. With retaining a level of responsibility that you are comfortable with.
You want a trusting relationship with an advisor who retains these responsibilities and acts solely with your interests in mind. With the right financial planning, you can move past divorce and into a future of new possibilities with confidence.
Taking the financial reins can be daunting. Doing so, you will be able to put a plan in place that will support you and your children in the years to come.
Widow
No matter how independent you are, if you are facing life after the loss of your spouse, you will experience strong emotions.
Whether the result of a long illness or an untimely event, you need to process your emotions on your time and in your own way.
But time doesn’t slow, and there are things that need to be taken care of sooner rather than later. That’s when a team of trusted advisors is essential.
If you don’t have a financial advisor and have recently experienced the loss of your spouse, we can help. Up to now, words like “probate,” “retitle,” and “spousal benefits,” may not have been in your everyday vocabulary.
The Financial process is complicated, together we will sort thought it. We will prioritize what needs to be addressed now and what can be taken care of later.
If you’ve had an active role in making financial decisions, you will be better prepared for the decisions you have to make. If you aren’t used to making those sorts of decisions, you may feel a bit intimidated by your new responsibilities.
Alliance Advisors LLC advocates including your lawyer, accountant, and financial advisor, to ensure your decisions are both emotionally and financially sound.
Alliance Advisors LLC are experts at helping widows navigate the financial details. We always work with your best interest in mind.
Financial Planning for Women is a Priority for us.
Your Successful in Business
You worked hard to create your business and now are experiencing significant growth. Your focus is on sustaining your level of success and you frequently are traveling.
You don’t want to neglect your finances? Now is the time to add another member to your team of trusted advisors to help manage your financial life beyond your business.
Now as Trustee Your Taking Care of the Finances.
Now having new responsibilities you are considering how this will affect personal relationships, as several family members and loved ones are also beneficiaries.
You are confident about your new role, but you recognize that you need the specialized knowledge of a financial professional.
