Individuals In Transition

Recently Divorced? Loss of a Spouse? We're Here For You

When you find yourself navigating a serious life change, such as the 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 have to make urgent financial decisions quickly. Our Cary, North Carolina 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.

Check Out A Real Client Story

Grandmother with Granddaughter after loss of spouse as Individuals In Transition

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.

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Find an Advisor That Understands

Life transitions can significantly impact both your financial and emotional life. Simple decisions will oftentimes seem impossible to make. Individuals In Transition have a challenging road ahead. Keystone Financial Partners is here to help. 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.

Learn About Our Process

Retired Male as an Individual In Transition

Senior couple planning their investments with Keystone Financial Partners Wealth Manager in living room

Let’s Rebuild Your Life Together

A life transition can happen unexpectedly bring new challenges and concerns to your financial security. As Individuals In Transition, you have unique goals and challenges that are important to address.

We can help you answer questions such as:

My spouse handled our finances. Where and how, do I begin?
What tasks need to be taken care of immediately and what can wait?
How do I protect myself from others?

Keystone Financial Partners provides you with the guidance needed to manage these transitions.

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Planning Platform for Those in Transition

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 your needs, including individual financial planning and business financial planning.

Let's Have a Conversation

Real Client Stories

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.

Credentialed Professionals

Keystone Financial Partners is committed to providing clarity and guidance for our clients through the financial planning process. We constantly strive to improve how we conduct business, continue to educate ourselves and obtain certifications through industry leading associations.