Inspired Financial

Over the years, we have been privileged to work with clients through the various "ages and stages" of their lives. In fact, much of the planning we do involves helping people plan ahead for both the expected and unexpected. If we can contribute in even a small way to helping ease those life transitions, we feel we have done a good job. Often, our w... ork spans family generations. For example, our client Gini and her husband George came to us as a referral from her mother and father. We had been helping Gini's parents with their planning since the mid-eighties and were happy to provide the same service to their daughter's family. Sadly, both Gini and her mother Helen were widowed and turned to us to help them deal with their new lives. Helen ultimately had to move into an assisted living community, and we helped her and her family as they worked through the challenges of long-term care. When Helen died, we helped Gini and her brother with this change. Recently, Gini has decided to move from a family home where she had lived for forty years into a 55+ community. Today, we continue to play an important role as she goes through yet another life change. Gini is a terrific client because she views us as a partner in helping her make good financial decisions. She is collaborative and consults with us extensively during these important inflection points in her life. It is gratifying and a bit humbling to have been included in this journey, and it is exciting to know that we'll be walking the path with her when she encounters her next transition.Read More