People in Life Transitions
Throughout your married life, your spouse was the one who always managed the financial matters for your household. Now, you’re alone and have to figure out how to deal with it all on your own. You don’t know what to do and what questions to ask. You feel embarrassed to ask friends or family members for help. Or, everyone has an opinion or advice to give and you’re completely overwhelmed.
Your Financial Nagivator will provide organized, step-by-step guidance to help you understand what you need to know about your daily financial life. Premier Lifestyle Services can give you a high-level overview of your financial picture, explain what types of accounts you have, identify ways to make your money work smarter for you, develop an easy-to-use bill payment system, show you how to balance your checkbook, and provide referrals to accountants, attorneys, investment advisors and insurance agents if the need arises.