There are moments in life that feel like a clean break: a new job, a wedding day, the first day of retirement. But more often, life transitions happen in the messy middle – in the in-between, when one chapter is closing and the next hasn’t yet fully begun.
This is where strong financial planning becomes your steady hand.
What Is the Messy Middle?
Maybe you’re:
– Recently widowed and adjusting to life on your own
– Blending families after remarriage
– Taking on a new career or scaling back from an old one
– Preparing for retirement but not quite ready to stop working
These in-between moments can feel foggy. You might not know what’s next, but you do know that what was no longer fits. That’s where financial clarity can help.
Questions to Ask Yourself in the Messy Middle
– What does my next chapter look like?
– What financial resources do I have access to?
– What legacy do I want to leave?
– What do I want to protect?
How Financial Planning Can Help You in Life Transitions
A good financial plan helps you answer those questions with confidence. It gives you:
– A clear picture of your income, expenses, and savings
– Guidance on estate planning and protecting your family
– Investment strategies that match your stage of life
– Space to dream again—with numbers to back it up
If you’re in a season of change, talk with an advisor to help you build a financial plan that works for where you are now.
The messy middle isn’t something to rush through. It’s where clarity begins.
Need further financial guidance?
Book a complimentary no obligation call and we can discuss a plan to help you move forward with confidence.
Donna understands first hand that life has many transitions. Having been widowed suddenly at age 40, reinventing her career, and blending her current family, she understands these unique needs and can give you clarity for moving forward!
Donna (Sephton) Kendrick, CFP®, CDFA®
This blog is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought. A diversified portfolio does not assure a profit or protect against loss in a declining market.
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