Those in Life Event Transition

"You cannot control everything that happens to you. You can only control the way you respond to what happens. In your response is your power." -Marcandangel

Let us help you navigate the experience

Events and transitions happen as we travel through our life paths.  Marriage, Career Changes, New babies, Divorce, Inheritance are but a few of them.  These changes come with emotions and questions of all kinds.  The advisors at Ela Financial Group are here to guide our clients through life’s milestones.  We take this role seriously, offering guidance and support as we tackle them together.

We will help you follow steps to assure that financial matters at hand are addressed for any change life may bring.

• Establish what areas are impacted by the recent or upcoming event
• Create a step by step to-do list, gather documents, schedule appointments, timelines, etc.
• Meet with your advisor and trust they have your best interests in mind
• Move forward and re-focus as your needs change

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