Life Events Planning
At Elevate Wealth Advisory, we take an ensemble approach to helping our clients plan financially so they can reach their short-term and long-term goals. Our life events planning services are designed to help you prepare for a major life event, like buying a home, starting a business, or starting a family. Our team will work closely with you to carefully tailor our life events planning services to your financial goals, timeline, and needs. We offer a wide range of wealth management, legacy planning, family succession planning, and life events planning services in the Greater Athens, GA area, surrounding counties, and around the country.
The Importance of Life Events Planning
Working with our expert wealth advisers will give you the tools, resources, and support you need to plan financially for major life changes. Without a financial plan in place, you risk financial losses that could affect your long-term life plans. Our fiduciaries can help you anticipate financial fluctuations that could affect your plans and prepare for life transitions by integrating any major life changes into one solid financial plan. We have helped clients plan for all of life’s major transitions:
- Buying a home
- Starting a business
- Starting a family
- Handling a job transition
- Preparing for a marriage
- Managing a financial windfall
- Building a business partnership
- Planning for retirement
- Going through a divorce
- Sending your child to college
- Considering the possibility of long-term care
- Navigating the death of a family member
Key Components of Life Events Planning
We seamlessly merge family and business succession planning and legacy planning components to create your live events plan. Whether it is funding education, guiding you through changes in healthcare, or helping you financially navigate special circumstances such as adoption, divorce, long-term care, or special needs, we can help you consider every financial possibility and create a roadmap to financial security. We can integrate any of these key components of life events planning:
- 529 college savings plans
- Adoption costs analysis
- Aging services
- Caregiving planning
- Divorce consulting
- Financial planning
- Education planning
- Gifting
- Health care planning
- Inheritance planning
- Legacy planning
- Roth IRAs for children
- Special needs planning
- UGMA / UTMA
- Family and business succession planning
Preparing for the Life Events Planning Process
We understand that each client’s needs are different, and we don’t take a cookie-cutter approach to financial planning and life events planning. We will work closely with you to gain a deeper understanding of your finances, assets and liabilities, cash flow, short-term and long-term financial goals, and plans for the future. We will then help you formulate a comprehensive, flexible plan to integrate all aspects of your finances. Our goal is to prioritize your financial security and guide you in considering your future.
FAQs About Life Events Planning
We are happy to answer any questions you have about our life events planning services. Here are the most frequently asked questions we receive:
What are the benefits of life events planning?
Life events planning offers many benefits:
- Aligning your spending and financial planning with your future goals
- Prioritizing your spending and developing tools and strategies for saving for the future
- Taking control over your future life transitions
- Gaining peace of mind from knowing you can handle the costs of upcoming major life events
- Planning for every possible eventuality so that there are no nasty surprises in store
Can I do my own life events planning?
Handling your life events planning may not be as effective or efficient as working with an expert. Our advisers have years of experience and have seen it all. We can guide you through the process and ensure you don’t miss anything. Our goal is to help you become as prepared as possible.
What is the process of life events planning?
We will have many conversations with you to evaluate and understand the entire picture of your finances. This means we will review your income, spending, assets, liabilities, debts, and more. We will ask you questions about your plans, which may seem intrusive. We want to help you plan for your ideal life and make sure you are on the right path for financial freedom.
What should I consider before meeting with one of your financial advisers?
Before meeting with our financial advisers, you should consider:
- Your three major financial goals for the distant future
- Your three major financial goals for the next five years
- What your life would look like if you were ‘financially secure’
- What the major financial or life roadblocks are that are preventing you from planning for the future
Schedule a Consultation with Our Team
Meet with our team at Elevate Wealth Advisory for a no-pressure consultation to discuss your needs for life events planning in the Greater Athens, GA, area or elsewhere in Clarke County, GA. Our expert wealth advisers can make the financial planning process seamless and stress-free. We will answer your questions, discuss your financial situation and goals, and evaluate the major life events you want to plan for. Call us now or fill out our online contact form to schedule a consultation with our advisers.We are here to assist you with planning for your family’s needs.
