No this isn’t the change that we continually hear discussed during elections….. This is the kind that is real, that really happens and makes a difference. The types of change that I look for are so BIG that it usually makes people stop and take notice, change directions and maybe even plan a new course for their lives.
Whenever people experience life changing events they will often times seek out someone like me, a Financial Consultant. They are often seeking assistance in helping them to adapt their personal finances into this new way of life. Some of these most common life changing events that make people contact me are listed here:
Work Related
- Loss of Job
- Change in Benefits Programs
- Awarded Stock Options
- Received a Bonus or Pay Increase
- Buying or Selling a Business
Family Related
- Married
- Divorced
- Had a Child
- Aging Parents
- Health Change
- Buying or Selling a Home
Economic Related Change
- Legal Changes
- Stock Market Volatility
- Estate Tax Changes
- Real Estate Values Change
So I would ask you to assist me in being on the lookout for changes that occur in your friends lives. An introduction to someone who can help may be just what they needed.
