Life Transition Planning
Unexpected opportunities and challenges may arise that can dramatically alter your life goals. Wayfinding Financial can help simplify these complex transitions.
Make an impact on the causes you care about while minimizing your tax liability.
Working with estate-planning and trust specialists available through our affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors in protecting what matters most to you.