Progress Meetings


What Has Changed In Your Life?
If there’s one thing that’s certain in life, it’s that things change. At Transitions Wealth Management, our mission is to serve as your “go to” advisor as the circumstances of your life unfold. Throughout, we’ll be working hard to discover and implement strategies for easing your way through whatever transitions you face, connecting your financial activities to your and your family’s highest interests. 

Toward that end, we’ll ask you to join us for periodic Regular Progress Meetings that we will schedule according to your preferences. We’ll ask you about -- and help you stay on top of -- whatever may have changed in your life. Of course we also want you to reach out to us whenever ideas or questions may arise during the interim. You also will receive regular financial reports and communications from us, your independent account custodian Charles Schwab & Co., and other specialists on your wealth management team. 

Our Transition Wealth Management pledge to you …