I have been a financial planner for 30 years. My early experience in working with clients going through divorce led me to become an expert in life’s transitions, because life events, like divorce, loss of a spouse, selling a business, retirement, new job, marriage are always accompanied by money decisions. That’s when an expert in transition planning can step in and become your thinking partner.



Understanding Asset Allocation – The First Step in Investment Decision Making
By Cicily Maton, CFP® CeFT®, Sr. Financial Planner Let’s start by defining asset allocation: it is the implementation of a strategy to balance the reward