Individuals In Transition
When you find yourself navigating a serious life change, such as loss of a spouse, divorce, or an unexpected medical diagnosis, you may find yourself feeling overwhelmed, confused, and at a loss for what to do. The very last thing you want to do is think about your finances, but unfortunately, you may soon have to make urgent financial decisions quickly. Our Cary Certified Financial Transitionist™ can gently guide you or a loved one step-by-step through what needs to be done to achieve both financial confidence and personal peace of mind.
We Help You Pick Up the Financial Pieces
- Do your finances seem scattered now?
- Are you uncertain about where to start?
- Has your retirement plan been disrupted?
- Do you wonder if you’re doing things the right way?
- Are you worried about making big financial decisions?
- Should you make changes to your investments?
Answers to these questions, and many others, can help you determine if your retirement is on track.
Find an Advisor That Understands
Life transitions can significantly impact both your financial and emotional life. Simple decisions will often times seem impossible to make. At Keystone Financial Partners we will help you understand your current situation, prioritize immediate items you need to act on and, when you are ready, develop a financial plan that meets your needs and objectives.
Let’s Rebuild Your Life Together
A life transition can happen unexpectedly bring new challenges and concerns to your financial security. As someone experiencing a life transition, you have unique goals and challenges that are important to address. We can help you answer questions like:
- My spouse handled our finances. Where and how, do I even begin?
- What tasks need to be taken care of right now and what can wait?
- How do I protect myself from others?
Keystone Financial Partners provides you with the guidance needed to manage these transitions.
Guiding You Through
the Toughest of Times
Everyone has their own definition of true wealth. For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of true wealth, then help you build the legacy you’ve dreamed of.
Selecting the right financial advisor is an important step in your pursuit of true wealth. We build a customized plan for whatever your needs, including individual financial planning and business financial planning.
We Will Organize &
Simplify Your Financial Life
At Keystone Financial Partners, we use industry leading technology to aggregate all of your assets, liabilities, income and expenses in one place, in real time. We then organize and keep up-to-date your most important documents in your own digital vault so you never have to search for that crucial piece of paper again.
You’ll receive 24/7 access to your own personal client portal where you can interact with your financial plan and see how alternate decisions can impact your goals. We’ll continuously monitor, update, and review your plan with you.