Financial Transition Specialists
Transition is a time of change. What “was” no longer exists and what “will be” has not yet taken shape - a space that can be confusing.Transition often happens in the midst of devastating loss or a stressful season of change. This can bring confusion, a sense of lack of control and a feeling of isolation. At the time of these intense emotions, we are often expected to make critical long term financial decisions. Many times we do not know who to turn to for help. We need expertise, but also empathy and at a vulnerable time, an assurance of ethical advice. Martin Hopkins has been trained and had experience in the field of Financial Transitions Management.
Financial Transitions Planning is a specialized area of practice. People facing a major life change seek, appreciate and value professional guidance and a proven process to follow. In addition, spouses find comfort knowing that a remaining spouse will have someone qualified and trained, who will walk through the fog of transition with them. We at Hopkins Investment Management, have walked through this sea of uncertainty with many of our clients. They have been able to slowly move through the difficult waters of change to a place of peace and a new normal.We have learned to listen, determine priorities and work together on a way forward.
A Few Resources Which May Help
Whatever transition you are going through, we are here to help. Many of our clients have experienced a variety of transitions which have a financial impact. Some of these could be events such as retirement, insurance payouts, an inheritance, marriage, divorce or sadly loss of a family member. We have worked with them through a process of adjustment and helped them move forward.
Here are some resources for a few of the more common transitions.
We Can Guide You Through This Process
We need to manage the change before we manage the money. Our simple process:
Call our office at 1.800.431.5662. We will listen, answer your questions, and schedule an in-person meeting
- We will discuss your financial concerns and future possibilities
- Determine what, if anything, is urgent and develop a one-page overview
- Agree on clear steps forward at your preferred pace