Financial Counseling & Transition Services:

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

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  Free Resources, Tip and Specials on Services Sign up for Free Resources, Tips & Specials on Services:    “Financial consultants help you think about how you spend, where you can save and when to invest. There are times when it is helpful to have someone look at your options with you and objectively show you how to make good choices. Trish Brady does it with expertise, experience and understanding. She finds your most direct path to success and takes you there.” Beth Yancy Founder Owner Heaven & Earth Healing Arts San Anselmo, CA

• 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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San Francisco Bay Area, California
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