Financial Counseling & Transition Services
For Individuals & Families

   


Trish helps individuals and families deal with life’s financial transitions, including:

  • Marriage
  • Divorce
  • Having children
  • Sending children to college
  • Retirement
  • Employment shifts, loss of job, raises and promotions
  • Inheritance
  • Merging finances

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Contact Trish Today!
Phone: (415) 924 - 3087
Email: pbrady@financialtransitions.biz

 

 

The Financial Counseling Services offered by Trish Brady at Financial Transitions will help you:

  • Gain clarity about your income vs. your expenditures, and how to create a monthly and annual spending plan to meet your “real” needs
  • Prioritize and plan for daily, monthly and annual obligations
  • Address your fear of financial chaos, alleviate stress, and create peace of mind
  • Establish a feasible, realistic plan to achieve your financial goals
  • Acquire and learn the tools you need for paying off debt
  • Discover how to earn what you’re really worth
  • Build a foundation for savings and investments
  • Eliminate conflicts by developing goals and strategies that will unify you and your partner’s financial objectives
  • Prioritize spending requirements and initiate funding for college
  • Identify your desired retirement lifestyle and create a path to get you there
  • Determine and implement a plan to change your current living situation
  • Understand the unique nature and qualities of your inheritance and/or trust funds and ways to manage them effectively and responsibly
  • Gain an understanding of self-defeating behaviors and how they have contributed to your out-of-control present financial situation
  • Their financial situation is just not working for them any longer

 

 

Financial Transitions

 

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