Experiencing a Major Life Change
Chart a Path Forward
Change Can Feel Overwhelming
Navigating change can be challenging especially when faced with making decisions that impact your future. When you partner with HTG, you can draw upon our extensive experience and expertise to make informed choices on the best path forward.
Divorced or Widowed
Achieve Clarity and Direction with a Financial Partner
Gain Insight and Get Organized
Change can be emotionally challenging. First, we listen to your story to learn how to support you during your transition and to better understand the opportunities and risks you face. This includes gathering and organizing pertinent financial and non-financial information and exploring how your goals and priorities may be impacted. Our goal is help you achieve the best possible outcome.
We help by:
- Organizing pertinent information and accounts
- Identifying priorities and goals
- Being an impartial sounding board
Strategize and Plan
Through our comprehensive financial planning process, we analyze, quantify, and forecast the short-term and long-term impacts of your life change. Anticipating and evaluating the tradeoffs of different paths leads to informed choices.
Additionally, we will assess your time horizon, risk tolerance and investment experience to develop an investment strategy that aligns with your needs.
We help by:
- Providing a vision of your financial future
- Evaluating tradeoffs of different paths
- Aligning an investment strategy with your
Implement and Monitor
Navigating a transition requires a well-planned course of action and follow through. We'll guide you through your plan implementation, monitor your progress and adjust as needed, so that you achieve your short-term and long-term objectives.
Our commitment to you is ongoing. We will stay in touch regularly to incorporate new changes in your life and reevaluate your financial plan as needed.
We help by:
- Focusing your priorities
- Implementing your plan
- Monitoring progress
- Keeping you on track
Get the Guidance You Need to Move Forward
Help is a phone call away. Schedule an introductory call to discover how HTG can support you and alleviate the stress of your changing circumstances.
Executive with a New Job
Judy never expected to be asked to head up the Key Initiatives Division– a great opportunity that came with many new financial issues to consider. The transition would require a move from Texas to California – how would that impact the family and their finances? The compensation increase would be primarily deferred compensation, including stock options – but she already had most of their wealth concentrated in the firm’s equity. “How much is too much?” she wondered. Judy realized that this transition was both exciting and filled with uncertainty.