Empathetic Life Transition Planning
When life changes money changes, and when money changes life changes®
Working With A Team Who Understands
The team at Keystone Financial Partners helps clients navigate the personal and emotional challenges they face during a time of transition, such as the death of a spouse or parent, a divorce, the sale of a business, retirement, a sudden inheritance, or a major career change. Through the Certified Financial Transitionist™ designation and training program, our CeFT™ advisor is in a great place to help clients navigate these personal and emotional challenges.
The Two Sides of Money
Advisors need two distinct skillsets when helping clients navigate life transitions – technical expertise and personal expertise. When a major life event occurs, it is important to work with someone who will handle the technical side, while also developing a plan to help you navigate the transition and arrive at a comfortable “new normal.” Keystone Financial Partners is here to help you with your Life Transition Planning.
“The financial transition planning process involves the blending of your personal goals, beliefs, and dreams with your new financial position. Guiding you through a clearly defined process can help bring you peace at a time when many questions are not yet answered.”
– Jim Trull, CERTIFIED FINANCIAL TRANSITIONIST®
Where We Focus
Navigating a New Normal
Planned and unplanned changes happen. The truth is, most of us will experience at least one difficult life event that impacts us both personally and financially. These transitions affect how we think, how we feel, and how we act about money. They create new challenges and struggles that often complicate financial decision-making. That’s why we offer an additional layer of Life Transition Planning services to our clients, to address these concerns and emotions with confidence, knowledge, and experience.
As your Financial Transitionists, we know how to help keep you safe if you’re feeling vulnerable and how to challenge you to further enhance your experience if you’re feeling strong.
So take a deep breath because we have your back, no matter what the future holds.
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.