Divorce

Navigating a divorce and the aftermath is challenging.  It has left many people in a financial hole, confused, and stressed.  Learning to set up and manage a divorce budget, build a values based financial strategy, put together negotiation options and settlement offers, essentials of parenting plans  learn more

Tax Planning & Preparation

Do you find handling your taxes and tax planning daunting?  It can be especially challenging through life cycles like divorce.  Take the stress out of taxes and optimize your tax situation learn more

Marriage, Blended Families, and Newlyweds

One of the largest contentions in a marriage surrounds financial well being and being in sync around your finances.  Understanding and budgeting for the financial pressures ahead - children, college, home, vacations, retirement etc. - need to be focused on as a team  learn more

Making & Meeting Goals

All too often change can create stress, confusion, and financial hardship, which often results in debt or mismanaging your personal finances.  This can impact your credit score, create unnecessary expenses, and starts a spiral.  Lifecycle Financial understands that learning and living by a budget and moving into a new phase of life needs guidance and adjusting.  There is a learning curve and we can help shorten it for you.

Our Goal

We are passionate about reducing stress and helping individuals struggling with a life cycle change.  These changes can come in an instant such as a loss of a loved one , a divorce, or marriage.  They may creep up on you slowly such as aging parents.  By taking a gentle and caring approach,  Lifecycle Financial can ease the stress.  No matter what, Lifecycle Financial is here.