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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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
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