Our lives change more rapidly than many of us would like to admit. Whether change is expected or unexpected, we help you address and adapt to your future. At Harris Financial Advisors, our transition programs address your key concerns and set realistic expectations for success.
Harris Financial Advisors’ structured approach helps you to focus on what is most important to you, while knowing that a dedicated fiduciary is keeping your best interest at the forefront of all decisions.
Learn more about how we can help educate, empower, and support you during your period of transition.
“The secret to change is to focus all of your energy, not on fighting the old, but on building the new.” -Socrates
It’s not “if,” it’s “when.” When we, as women, face a major life transition we confront obstacles as well as opportunities. Loss of a loved one, retirement, a sudden inheritance, an untimely divorce – these are life-altering events with formidable emotional and financial challenges. With meaningful emotional and financial guidance, we can learn to embrace these life transitions and re-open the doors to growth and renewal, allowing us to guide our own destinies. The cornerstone of our partnership with women in transition is our belief that financial education is empowerment. We educate and keep our clients informed through discussions on important financial topics that lead to successful choices. We believe that an understanding of financial matters is an important element in a woman’s sense of success and long-term personal satisfaction.
Life is what happens while we are busy making other plans.
Sometimes life offers a full-of-possibilities event like a sudden inheritance or a long awaited early retirement. Or, it can be something completely unexpected like a job layoff or a physical disability.
A sudden change in status for a professional can be particularly stressful and disruptive. Professionals are often extremely disciplined, focused and accustomed to a strict work schedule. More often than not, there is a family depending on that consistent paycheck.
We become the collaborative partner with the professional providing informed planning and intelligent execution, which in turn leads to specific and measurable results. We help professionals understand their options, develop strategies and define what constitutes success. A well-designed, future-focused plan with adaptable strategies and objective execution helps the professional transcend his or her circumstances and create a meaningful level of success.
The goal isn’t to live forever, it’s to create something that will.
Whether it’s building wealth to pass along to your children and grandchildren, amassing resources to give substantially to charity, or even spending down your hard-earned nest egg in the most efficient way possible, your legacy is constantly changing with your circumstances.
At Harris Financial Advisors, the term “legacy in transition” means addressing what is most important to you over the long-term. When your circumstances change, your priorities shift, and your long-term perspective deviates, the legacy created by your financial house changes too. This transitional phase is often hard to see coming and requires advanced tax and estate planning to ensure your financial circumstances are agile enough to adapt when the moment arrives. Short-term adaptations can create long-term success and can help you build and protect your legacy until the time comes for your legacy transition plan to be executed.
Harris Financial Advisors stand ready to help you make changes where necessary, refine direction when requested, and provide advice and referrals when desired, no matter how or when your legacy transition needs arise.
Our legacy in transition program helps tie together all of the aspects of your financial house so that you can focus on creating a legacy that can live forever through the means that you find most important.