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Life Transition Planning

Life Transition Planning

Life Transition Planning

Life is incredibly unpredictable and there are many events that can completely change your plans and everything you had prepared for up to that point. Arrowroot understands that events like deaths, marriages, divorces, and children directly correlate to your finances and financial plans.

 

No one should have to go through tragedies or navigate new opportunities alone— that is why Arrowroot Family Office offers Life Transition Planning.

 

How Arrowroot Can Help:

 

  • When you come to us after a life transition, we will be there with an advisor to listen.
  • The advisor will then collect and analyze all of the financial documents that pertain to your situation. 
  • After reviewing them, they will come up with financial recommendations and strategies for your goals in both the short-term and long-term.
  • Once you and the advisor have agreed to a plan that considers the effect of your transition on your entire financial life, we will put it into action.
  • This plan will continuously be monitored by your advisor, and they will make adjustments for you whenever necessary.

 

If you have gone through a life transition, we strongly encourage you to reach out to our office— you are not meant to navigate this alone. We are experts in these transitions, so you can trust us to help you get through it.