How We Can Help
Here are some scenarios to demonstrate how we can help, and while the people are not real, Omega has worked with people in similar situations.
A woman in major life transition
A recent inheritor, having lost her last parent, she has inherited a good-sized portfolio that has the ability to change her professional and personal life. Feeling a bit “awash at sea” she needs help organizing her priorities, assessing the assets and deciding on personal & professional changes to make.
Omega works to serve as a “lifeline” while she navigates all of these potential changes. Utilizing specialized tools for assisting clients in significant transition, Omega can help lower the stress, create clarity and provide the professional guidance that Deborah needs. Utilizing a customized approach that addresses the stage of transition that Deborah is in, we work at Deborah’s pace to gain perspective, manage expectations for herself and others, reconnect with what’s true for her and develop a game plan of options and scenarios.
Successful entrepreneur who’d like her business to support her personal life and vice versa
At Omega, we know that entrepreneurs are busy, pulled in many directions, and goal-oriented. We can help Chris take a look at what she wants to achieve personally, how the business can support those goals, and how to leverage the unique benefits of business ownership.
By understanding where Chris’ strengths’ lie, we can help Chris be more effective in her business and help her gain what she loved about being an entrepreneur, while looking for ways to maximize the business’ value as part of her financial plan for the future.
“Sally & Bill”
Ready for what’s next!
Bill & Sally are empty-nesters who are rethinking their work & personal lives. Should they downsize? Where would they move? Can they help support their kids and grandkids? Could they work less, make time for what interests them now, AND still have a secure retirement? There are many decisions and options to consider.
By taking them through our financial life planning process, we can help them get clarity as to what is most important, what they want to do next and how to plan to get there in terms of professional decisions, investment strategy, tax planning as well as insurance planning.